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Overview

An existing approval (content review) can be edited for a state in a custom workflow.

The approval in a workflow state is edited in the approval editor in the workflow builder visual editor.

The approval can be added with the approval reviewers can be set as one of:

• Anyone can approve (no restrictions) - any user (with edit permission for the page) can undertake the review

• Users can be assigned through the UI - manual assignment using the workflow popup on the page

• Set all reviewers that have to approve - set all assigned reviewers to undertake the review

For each of the above reviewer settings, the approval can also be configured to

• require a number of Minimum approvals to be undertaken by reviewers to complete the approval

• require reviewer Credentials to authenticate a user using an e-signature

Edit an approval

Existing approvals in a workflow state are edited in the approval editor in the workflow builder visual editor.

For a custom workflow in the app space settings:

• choose Edit with Visual Builder

• choose a state name in the workflow panel

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This displays the state editor for the chosen state in the left-hand workflow panel.

• choose Approvals in the state editor

Existing approvals in the state are listed by approval name.

Choose the approval name to edit the approval

• edit the required Reviewers option

  • edit the users or groups to reviewers options (if available for the selected reviewers setting)

If required

• edit the Minimum approvals value to set the number of reviewer decisions required to complete an approval

Edit the Advanced options

• Set custom action labels for approve and reject button names in the workflow popup

• edit Credentials requirement for reviewer authentication

In the approval editor, choose Add to save the updated approval to the workflow state.

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