Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
minLevel1
maxLevel4
outlinefalse
typeflat
separatorpipe
printabletrue

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.

...

You can only edit an approval for a custom workflow.

Insert excerpt
CDMC:Add and edit approvals in workflow builderCDMC:
Add and edit approvals in workflow builder
namereviewers_wfbuilder_1
nopaneltrue

Reviewer settings

...

Configure the approval assignment of Reviewers is configured in the workflow builder visual editor:

...

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 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

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 builderBuilder: Anyone can approve it, and Content reviewsReviews: Anyone can undertake the content review.

...

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 reviewers(using the workflow popup on the page).

Only an assigned user(s) can undertake the approval.

Info

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

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
Panel
bgColor#DEEBFF

For further information, see Workflow Builder: Assignable approval in workflow builder and Content Reviews: Manual assignment of Reviewers.

...

Excerpt
namereviewers_wfbuilder_settings_setallapprovers

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

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

Info

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

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.

...

  • 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

...