Edit an approval in a state

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

Approvals can only be edited for a custom workflow. Approvals in a bundled workflow cannot be edited.

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

For a custom workflow in the space settings document management dashboard

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

The state editor displays the number of approvals in the state.

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 Minimum approvals value to set number of reviewer decisions 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.

Add the state transitions for Approve and Reject for this new approval using the workflow visual editor.