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Overview
Approval reviewers in a custom workflow state are managed by editing the approval using the workflow builder visual editor in the space settings document management dashboard.
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One or more users and members of a user group can be preassigned as reviewers by the workflow on a transition into the workflow state containing the approval.
Users can be pre-assigned as reviewers when the approval reviewer setting is Users can be assigned through the UI (in the workflow popup on the page).
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At least one user must be added in the approval editor to pre-assign as a reviewer when the approval reviewer setting is Set all reviewers that have to approve.
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Workflow assigned reviewersUsers can be preassigned to an approval by editing the approval in the workflow visual builder. The users are assigned on the transition into the state An approval can be configured to pre-assign users as reviewers when the approval Reviewers setting is either
Users can be assigned through UI - automatically assign reviewersFor When the approval is set as Users can be assigned through UIsetting - any preassigned users reviewers can be manually unassigned in the workflow popup. For further information see Reviewer approval settings - Users can be assigned through UI. Set all reviewers that have to approve - automatically assign reviewersFor thesetting Set all reviewers that have to approve - preassigned users must undertake the approval and cannot be unassigned in the workflow popup When the approval setting is Set all reviewers that have to approve
When the Minimum approvals value is set, the approval is set as complete when
Additional preassigned reviewers are not required to undertake the approval if If there are more preassigned reviewers than the Minimum approvals required, the additional assigned reviewers are not required to undertake the approval. If there is a disagreement in the between reviewer approval decisions, the approval is not completed until all existing reviewer decisions agree. For example, an approval configured with Minimum approvals = 2 is not set as complete if
Any Reject decision must be changed before the approval Panel | | bgColor | #DEEBFF
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