How to Create Review & Approve Module?

The Review & Approve module is designed to improve Google Drive file collaboration within the WordPress environment. This module allows users to review files, approve or reject them, within a centralized interface.

All of this is made possible within a simple, organized interface that enhances the review & approval experience.

Step-1: Choose Review & Approve Module

Navigate to Google Drive > Module Builder.
Click on Add New Module.
Select the Review & Approve Module.
Rename the module title if required.

Step-2: Configure Source Tab

Select your Google Drive files.
Your selected items will be highlighted on the right side.
Arrange the items by dragging them up or down.

Here is the detailed breakdown for each setting you will discover there:

All Folders & Files: If All Folders & Files is enabled, visitors can navigate through all the folders & files of all the linked Google Drive accounts.
Use Private Files: Turn ON to upload the files in the private folder linked to the user. Note: If enabled, this module will be visible only to logged-in users.
- Create Private Folder: Turn ON to create and link a folder automatically to the user who has not linked any folder yet, while the user views the module.
  - Naming Template: Set the folder name template for the automatically created private folders.
  - Folder Name Template: Set a template for the folder name.
  - Parent Folder: Select the parent folder where the automatically created private folders will be created.
  - Template Folder: Select the template folder that will be copied to the new private folder.
  - Merge Folders: Allow merging folders if a folder with the same name already exists.
Use ACF field Files: Enable this option to use the ACF field files dynamically as the source for the module. Enter the ACF field name in the ACF Field Key input box to use the files from the ACF field.

Step-3: Configure Filter Tab

If you want to include/ exclude something, this step will be helpful for you. Below, we break down the functionality you can configure in the Filter tab:

Show Files: Exclude any files from this option. If turned off, files won’t show.
Show Folders: Exclude any folders from this option. If turned off, folders won’t show.
Allowed Extensions: Enter comma (,) separated file extensions to allow, such as “jpg, png, gif”. Leave empty to show all extension files. When “Allow all” is enabled, exceptions will not be displayed.
Allowed Names: Enter file and folder names, separated by commas, to display. Leave blank to display all files and folders. When “Allow all” is enabled, exceptions will not be displayed.
Maximum File Numbers: Enter the maximum number of files you want to show. Leave empty to show all files.

Step-4: Configure Advanced Tab

The next step is to set up advanced options. There are multiple customizations you can do depending on your test and needs. Let’s dive into the guide.

Module Container: Set the module container width and height. You can use any valid CSS unit (pixels, percentage), e.g., ‘360px’, ‘780px’, ‘80%’. Keep blank for a default value.
Browser View: Select the file browser view (Grid or List)
- Show Last Modified Field: Show/ hide the file’s last modified date field in the list view.
Enable Lazy load: Enable files lazy load to avoid loading all files at once.
- Files Loading Type: Select the files loading type for the lazy load.
  - Pagination – Navigate through files using page numbers.
  - Load More Button – Load files with a button click.
  - Scroll – Loads more files as the user scrolls to the bottom.
- Number of Files to Load: Set the number of files to load on each lazy load.
Show Header: Show/ hide the file browser header.
- Show Breadcrumbs Navigation: Show/ hide the breadcrumbs folder navigation in the header.
- Show Sorting Button: Show/ hide the files sorting options button in the header.
- Show Refresh Button: Show/ hide the refresh (sync) button in the header.
Sorting: Using this feature, you can sort files by Name, Size, Created Date, Modified Date, Ascending, or Descending Direction. Select the option you are thinking of implementing.
- Enable Initial Files Sorting: Enable to allow sorting the initially selected files.

Step-5: Configure Notifications Tab

Now you can navigate to the Notifications tab, where you will customize the notification settings configuration.

Enable Notifications: Enable email notifications to get notified on various user activities (upload, download, delete, etc).
- Proof Submission Notifications: Receive email notification whenever a user selects and submits a proof for review.
Notification Recipients: Enter the email address where the notifications will be sent. Add multiple email addresses by separating them with a comma (,). You can also set the placeholder tags below as email recipients.
- Skip Current User Notification: Enable to skip the notification for the user who executes the action.

Step-6: Configure Permissions Tab

After completing the Advanced options customization, head over to the Permission tab. Here you will mostly work on permission-related tasks.

Proof Selections: Configure proof selection settings to allow users to select & submit files for review.
- Button Text: Enter the text for the proof selections submit button.
- Maximum Selection: Enter the maximum number of items that can be selected. Leave empty for no limit.
- Enable Tags: Allow users to add tags to their selections.
- Available Tags: Allow users to add tags to their selections. Create and select the tags that users can use.
- Filter Users & Roles: Select users & roles who can select files for proofing.
Preview: Allow users to preview files.
- Inline Preview: Open preview in a pop-up lightbox. If disabled, the preview will be opened in Google Drive.
- Allow Pop-out: Allow users to preview the file in Google Drive’s native viewer by clicking the pop-out button.
- Show Preview Thumbnails: Show/ hide the file thumbnails at the bottom of the lightbox preview.
- Filter Users & Roles: Select users & roles who can preview files.
Allow Search: Allow users to search for files.
- Full-text Search: Allow searching in file content, descriptions, tags, and other metadata.
- Initial Search Term: Set initial search terms to trigger a search when the shortcode first loads.
- Filter Users & Roles: Select users & roles who can search for files.
Enable Password Protection: Enable password protection for this module. Users will need to enter the password to access the module.
- Password: Set the password for this module.
Display For: Select the user roles and specific users who are allowed to access the module.
Everyone: Set the module visibility to everyone.
Logged In: Set the module visibility to logged-in users only.
- Filter Users & Roles: Select the users and user roles who can see the module.
- Everyone: When activated, the module will be visible to everyone except for those specifically exempted.
Show Denied Message: Show a message to users who don’t have access to the module.
Display Login Screen: Display a login message for the modules when authentication is required.

While you have finished everything, click Save Changes and copy the shortcode. Now you can use the shortcode to display the Review & Approve Module inside any posts or pages.