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Reviewer settings in workflow builder

Reviewers for an approval can be The assignment of Reviewers is configured in the workflow builder visual editor:

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Excerpt
namereviewers_wfbuilder_settings_anyone

Anyone can approve (no restrictions)

Who can approve or reject

Workflow popup on the page

cdcm_wfbuilder_approvaleditor_anyonecanapprove.png

No restrictions on who can approve or reject the approval.

User The user must have edit permission for the page.

A single reviewer's’s decision completes the approval.

Info

Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval.

cdmc-wf_popup_reviewstate_anyonecanapprove_approval.pngcdmc_wf_popup_anyoncanapprove_require2approvals_emptyavatars.png
Info

For further information, see Workflow builder: Anyone can approve and Content reviews: Anyone can undertake the content review.

Users can be assigned through UI

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Excerpt
namereviewers_wfbuilder_settings_userscanbeassigned

Users can be assigned through UI

Who can approve or reject

Workflow popup on the page

cdcm_wfbuilder_approvaleditor_userscanbeassignedthroughUI.png

One or more users can be assigned as a reviewerreviewers(using the workflow popup on the page).

Only assigned user(s) can undertake the approval.

Info
An

A user assigned as a reviewer only requires

user

Confluence view permission to undertake

the approval

an approval and must be logged into Confluence.

Until a reviewer has been assigned, any user (with view and edit permission for the page) can approve or reject and complete the approval.

Automatically assign reviewers

Includes the option to preassign pre-assign users as reviewers by adding one or more user names or user group names to the Automatically assign … menu options

preassigned

Preassigned users are assigned on the transition to the workflow state with the approval.

Info

Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval.

Tip

Set the Minimum approvals=1 to require a single user decision from multiple assigned reviewers to reduce blockages on non-critical approval steps.

Workflow popup displays the Add reviewer option.

cdmc-wf_popup_reviewstate_assignable_approval.png

Assigned users are displayed in the workflow popup.

cdmc_wf_popup_assignable_approval_twoassignees_nodecisions.png

Minimum approvals displays required number of users as empty avatars in the workflow popup.

cdmc_wf_popup_reviewstate_assignableapproval_noassignees_min2approvals_emptyavatars.png

Reviewer decisions are appended to the user avatar in the workflow popup.

cdmc_wf_popup_reviewstate_assignableapproval_noassignees_min2approvals_onerejectdecision_onemeptyavatar.png
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For further information, see Workflow builderBuilder: Assignable approval in workflow builder and Content reviewsReviews: Manual assignment of reviewersReviewers.

Once a user is assigned as a reviewer

...

  • the approval buttons are disabled for a user who is not assigned

  • additional users can be assigned as a reviewer reviewers using the workflow popup on the page

  • preassigned users can be unassigned using the workflow popup on the page

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Until the approval is complete (all assignees have undertaken and agreed on the approval decision)

  • additional users can be assigned as reviewers

  • existing assigned users reviewers can be unassigned if they have not undertaken an approval decision

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Excerpt
namereviewers_wfbuilder_settings_setallapprovers
  • only preassigned reviewers can undertake the approval

  • unless a minimum

    Set all reviewers that have to approve

    Who can approve or reject

    Workflow popup on the page

    cdmc_wf_builder_approvaleditor_setallreviewers_useradded_groupadded.png

    One or more user(s) are

    Preassigned reviewers must undertake the approval. Only the preassigned reviewers can undertake the approval.

    Info

    A user assigned as a reviewer

    by the workflow on the transition to the workflow state with the added approval

    only requires Confluence view permission to undertake an approval and must be logged into Confluence.

    Automatically assign reviewers

    At least one user name or group name must be entered in the workflow builder approval editor, Automatically assign dropdown menus in the workflow builder approval editor.

    Added The users are preassigned as reviewers :

    preassigned users are assigned on

    by the workflow on the transition to the workflow state

    with

    containing the approval

    additional users can be assigned using

    .

    In the workflow

    popup on the pagepreassigned users cannot be unassigned using the workflow popup on the page

    state, the page does not have a workflow popup option to assign additional users as reviewers or unassign the preassigned reviewers.

    Info

    Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval.

    Tip

    Set the Minimum approvals=1 to require a single user decision from multiple assigned reviewers to reduce blockages on non-critical approval steps.

    User avatars for preassigned reviewers are displayed in the workflow popup on the page.

    cdmc_wf_popupo-preassignedreviewers_nomanuallyassignment.png

    Reviewer decisions are appended to the user avatars in the workflow popup.

    cdmc_wf_popup_4preassigned_2approve_1reject_minapproavls2_notcompleted.png
    Info

    For further information, see Workflow builder: Workflow assignment of approval reviewers and Content reviews: Workflow assignment of reviewers.

    On transition into the workflow state containing the approval

    • the approval buttons are disabled for the approval for any user who is not pre-assigned

    • unless a Minimum approvals value is set, all reviewers must undertake the approval and agree for the approval to be complete

    ...

    ...

    For further information see Workflow builder: Workflow assignment of approval reviewers and Content reviews: Workflow assignment of reviewers

    Minimum approvals

    Set a minimum number of reviewers to undertake an approval decision and agree to complete an approval.

    This can be set for each of the approval Reviewers settings:

    Excerpt
    namereviewers_wfbuilder_settings_minapprovals

    Minimum approvals

    Who can approve or reject

    Workflow popup on the page

    cdmc-wf_builder_approvaleditor_anyonecanapprove_minimumapprovals_3.pngcdmc-wf_builder_approvaleditor_usercanbeassigned_minimumapprovals_2.pngcdmc-wf_builder_approvaleditor_setalluserstoapprove_minimumapprovals_1.png

    Add a value for Minimum approvals to require one or more users to undertake and agree on the approval decision to complete the approval.

    • when set the workflow popup displays empty avatars for the required number of approvals

    • reviewer approval decisions are appended to the user avatar

    Info

    Minimum approvals can be set for all three Reviewers options.

    If the selected Reviewers option includes Automatically assign users or Automatically assign groups or manually assigned reviewers

    • approval is set as complete when the Minimum approvals are undertaken and agree

    • not all assigned reviewers need to undertake the approval decision to complete the approval if there are more assigned reviewers than the Minimum approvals value

    All reviewer decisions must agree for the completion of the approval (no contra decisions) even if there is the required number of agreed Minimum approval decisions.

    cdmc_wf_popup_anyoncanapprove_require2approvals_emptyavatars.pngcdmc_wf_popup_minapprovals_3_with_2preassigned_one_emptyavatar.pngcdmc_wf-popup_minapprovals_3_twoassigned_oneapproved.png

    Info

    For further information, see Content reviews: Minimum reviewers

    Minimum approvals example

    For example, if there are 4 assigned people with Minimum approvals set as 2. the approval is configured as

    • Set all approvers that have to approve

    • 4 users to automatically assign

    • Minimum approvals is 2

    ...

    On the page, the approval displays the preassigned reviewers.

    ...

    For the following reviewer approval sequences

    ...

    • first 2 approval decisions by different assignees are Reject

      • Minimum approvals is 2 and the approval is complete with status as rejected

      • any the related reject transition occurs

    ...

    Scenario 2

    • first 2 approval decisions by different assignees are Approve

      • Minimum approvals is 2 and the approval is complete with status as approved

      • any related approve transition occurs

    ...

    Scenario 3

    • 1st assigned reviewer chooses to Approve

    • 2nd assigned reviewer chooses to Reject

      • Minimum approvals is not yet achieved

      • no change in approval occursapproval status is pending

    ...

    • 3rd assigned reviewer chooses to Approve

      • Minimum approvals is 2 but no change occurs because there is a current contra decision for the approval

      • approval status is pending

    ...

    • 2nd assigned reviewer then changed changes their mind approval decision from Reject to Approve

    ...

    ...

    The Reject contra decision for the approval is no longer current (all 3 reviewer decisions are Approve).

    • Minimal approvals is 2

      and there is

      • now 3 approval reviewer approved decisions with no contra decision

      • approval is complete with status as approved

      • any related approve transition occurs

    ...

    The 4th assigned reviewer

    ...

    was not

    ...

    required to make any approval decision.

    ...

    Tip

    Setting a value for Minimum approvals is useful when a large team of reviewers is assigned, but you only need two of these reviewers to approve. It is also useful when the approval is configured to allow Anyone can approve: this ensures that at least two or more reviewers agree on the review decision.

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