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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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You can only edit an approval for a custom workflow.
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| CDMC:Add and edit approvals in workflow builderCDMC: |
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| 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
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Configure the approval assignment of Reviewers in the workflow builder visual editor:
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| Excerpt |
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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. User The user must have edit permission for the page. A single reviewer 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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Users can be assigned through UI
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| Excerpt |
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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 a reviewerreviewers(using the workflow popup on the page).An assigned Only an assigned user(s) can undertake the approval. | Info |
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A user assigned as a reviewer only requires |
user Confluence view permission to undertake |
the approvalan 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 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 |
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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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Once a user is assigned as a reviewer
only assigned user(s) can undertake the approval
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 |
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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 |  One | or more user(s) are 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 |
by the workflow on the transition to the workflow state with the added approvalonly 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 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 pagestate, 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.  | only preassigned reviewers can undertake the approval unless a minimum |
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On transition into the workflow state containing the approval
the approval buttons are disabled for the approval for any user who is not preassigned
unless a Minimum approvals value is set, all reviewers must undertake the approval and agree for the approval to be complete
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 |
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| name | reviewers_wfbuilder_settings_minapprovals |
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Minimum approvals | Who can approve or reject | Workflow popup on the page |    | Add a value for Minimum approvals to require one or more users to undertake and agree on the approval decision to complete the approval. | Info |
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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. |  
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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
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On the page, the approval displays the preassigned reviewers.
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For the following reviewer approval sequences
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first 2 approval decisions by different assignees are Reject
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Scenario 2
first 2 approval decisions by different assignees are Approve
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Scenario 3
1st assigned reviewer chooses to Approve
2nd assigned reviewer chooses to Reject
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3rd assigned reviewer chooses to Approve
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2nd assigned reviewer then changed changes their mind approval decision from Reject to Approve
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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
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The 4th assigned reviewer
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was not
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required to make any approval decision.
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| Tip |
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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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