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Approval reviewer settings

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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.

cdmc_wf_builder_approvaleditor_anyonecanapprove.png

Reviewers for the approval are managed by choosing one of the check buttons in the approval editor.cdmc_wfbuilder_approvalseditor_extract_userscanbeassignedthroughUI_checked.png

Reviewer settings

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

Anyone can approve (no restrictions)

Any user can undertake the approval.

Anyone can approve (no restrictions)

Who can approve or reject

Workflow popup on the page

cdcm_wfbuilder_approvaleditor_anyonecanapprove.png

No restrictions on who can approve or reject the approval.

The user must have edit permission for the page.

A single reviewer's’s decision completes the approval.

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

Users can be assigned through UI

Allow one or more users to be assigned as reviewers on the page using the workflow popup.

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 assigned user(s) can undertake the approval.

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 assigned, any user (with view and edit permission for the page) can approve or reject and 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.

Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval.

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

Once a user is assigned as a reviewer

  • the approval buttons are disabled for a user who is not assigned

  • additional users can be assigned as reviewers using the workflow popup on the page

  • preassigned users can be unassigned using the workflow popup on the page

If more than one reviewer is assigned

  • then all reviewers must agree on the approval decision (approved/rejected) for the approval to be completed

Until the approval is complete (all assignees have undertaken and agreed on the approval decision)

  • additional users can be assigned as reviewers

  • assigned reviewers can be unassigned if they have not undertaken an approval decision

Set all reviewers that have to approve

Mandate chosen users or members of a user group to undertake the approval

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.

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 or group name must be entered in the workflow builder approval editor, 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.

Use Minimum approvals to require two or more users to undertake and agree on the approval decision to complete the approval.

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

On transition into the workflow state containing the approval

  • the approval buttons are disabled for the approval for any user who is not pre-assigned

  • 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:

Minimum approvals

Who can approve or reject

Workflow popup on the page

cdmc-wf_builder_approvaleditor_anyonecanapprove_minimumapprovals_3.pngcdmc-wf_builder_approvaleditor_usercanbeassigned_minimumapprovals_2.pngcdmc-wf_builder_approvaleditor_setalluserstoapprove_minimumapprovals_1.png

Add a value for Minimum approvals to require one or more users to undertake and agree on the approval decision to complete the approval.

  • when set the workflow popup displays empty avatars for the required number of approvals

  • reviewer approval decisions are appended to the user avatar

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.

cdmc_wf_popup_anyoncanapprove_require2approvals_emptyavatars.pngcdmc_wf_popup_minapprovals_3_with_2preassigned_one_emptyavatar.pngcdmc_wf-popup_minapprovals_3_twoassigned_oneapproved.png

For further information, see Content reviews: Minimum reviewers

Minimum approvals example

For example, if the approval is configured as

  • Set all approvers that have to approve

  • 4 users to automatically assign

  • Minimum approvals is 2

cdmc_wf_builder_approvaleditor_setallreviewers_4users_minimumapprovals_2.png

On the page, the approval displays the preassigned reviewers.

cdmc_wf_popup_4preassignedreviewers_nomanualassignmentoption.png

For the following reviewer approval sequences

Scenario 1

  • first 2 approval decisions by different assignees are Reject

    • Minimum approvals is 2 and the approval is complete with status as rejected

    • the related reject transition occurs

cdmc_wf_popup_rejectedstate.png

Scenario 2

  • first 2 approval decisions by different assignees are Approve

    • Minimum approvals is 2 and the approval is complete with status as approved

    • any related approve transition occurs

cdmc_wf_popup_approved_state.png

Scenario 3

  • 1st assigned reviewer chooses to Approve

  • 2nd assigned reviewer chooses to Reject

    • Minimum approvals is not yet achieved

    • approval status is pending

cdmc_wf_popup_4preassigned_oneapprove_onereject.png
  • 3rd assigned reviewer chooses to Approve

    • Minimum approvals is 2 but no change occurs because there is a current contra decision for the approval

    • approval status is pending

cdmc_wf_popup_4preassigned_2approved_onerejected_onepending.png
  • 2nd assigned reviewer changes their approval decision from Reject to Approve

cdmc_wf_popup_4assignees_mixedecisions_highlight_reviewer_changedecision_to_approve.png

The Reject contra decision for the approval is no longer current (all 3 reviewer decisions are Approve).

  • Minimal approvals is 2

    • now 3 reviewer approved decisions with no contra decision

    • approval is complete with status as approved

    • any related approve transition occurs

cdmc_wf_popup_approved_state.png

The 4th assigned reviewer was not required to make any approval decision.

cdmc_documentactivity_4assignedreviewers_but_only_3approved_decisions_to_transition.png

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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