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Overview
Approval reviewers in a custom workflow state are managed by editing the approval Configure how reviewers are assigned and the users that can be assigned as reviewers using the workflow builder visual editor in the space settings document management dashboard.
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| CDMC:Add and edit approvals in workflow builder |
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| CDMC:Add and edit approvals in workflow builder |
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name | reviewers_wfbuilder_1 |
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nopanel | true |
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Reviewer settings
The Configure the approval assignment of Reviewers is configured in the workflow builder visual editor:
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name | reviewers_wfbuilder_settings_anyone |
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Anyone can approve (no restrictions) | Who can approve or reject | Workflow popup on the page | | No There are no restrictions on who can approve or reject the approval. The user must have edit permission for the page. A single reviewer's’s reviewer’s decision completes the approval. Info |
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Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval. |
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name | reviewers_wfbuilder_settings_userscanbeassigned |
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Users can be assigned through UI | Who can approve or reject | Workflow popup on the page | | One or more users can be assigned as reviewers(using the workflow popup on the page). Only an assigned user(s) can undertake the approval. Info |
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A user assigned as a reviewer only requires Confluence view permission to undertake an approval and must be logged into Confluence. |
Until a reviewer has been is assigned, any Confluence user (with view and edit permission for the page) can approve or reject and to complete the approval. Automatically assign reviewers Includes the option to pre-assign users as reviewers by adding one or more user names or user group names to the Automatically assign menu options Preassigned users are assigned on the transition to the workflow state with the approval. Info |
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Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval. |
Tip |
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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. Assigned users are displayed in the workflow popup. Minimum approvals displays required number of users as empty avatars in the workflow popup. Reviewer decisions are appended to the user avatar in the workflow popup. |
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name | reviewers_wfbuilder_settings_setallapprovers |
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Set all reviewers that have to approve | Who can approve or reject | Workflow popup on the page | | Preassigned reviewers must undertake the approval. Only the preassigned reviewers can undertake the approval. Info |
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A user assigned as a reviewer only requires Confluence view permission to undertake an approval and must be logged into Confluence. |
Automatically assign reviewers At least one user name username or group name must be entered in into the workflow builder approval editor , using one of the Automatically assign dropdown menus. The users are preassigned as reviewers by the workflow on the transition to the workflow state containing the approval. In the workflow state, the page does not have a workflow popup option to assign additional users as reviewers or unassign the preassigned reviewers. Info |
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Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval. |
Tip |
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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. Reviewer decisions are appended to the user avatars in the workflow popup. |
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the approval buttons are disabled for the approval for any user who is not pre-assignedpreassigned
unless a Minimum approvals value is set, all reviewers must undertake the approval and agree for the approval to be complete
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