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Assignable approval

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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

Assignable approval in workflow builder

An assignable approval in a state can have one or more reviewers assigned manually by a user using the workflow popup.

The user assigning the reviewer requires Confluence view and . permission for the page.

To set an approval as assignable in workflow builder

  • open workflow builder visual editor

  • open the workflow state editor

  • choose Approvals

Open the approval editor by

  • selecting the approval name

cdmc_wf_builder_approvaleditor_anyonecanapprove.png

Under Reviewers

  • check Users can be assigned through UI

cdcm_wfbuilder_approvaleditor_userscanbeassignedthroughUI.png

If required

  • use Automatically assign users and/or Automatically assign groups to assign reviewers on transition into the workflow state

  • set the required number of reviewer decisions to complete the approval by adding a value in Minimum approvals

  • choose Apply

The workflow state approval icon in the workflow builder visual editor is appended with a user avatar and the "+" symbol.

cdmc_wf_builder_state_approvals_assignableapproval_withappendedicon.png
  • Save the workflow and Exit the workflow visual builder

On a page with the applied workflow, the workflow popup in the edited workflow state displays the Add Reviewer option to assign one or more users as reviewers.

cdmc-wf_popup_reviewstate_assignable_approval.png

Preassigned reviewers set in the approval editor can be unassigned using the workflow popup.

Further details: Reviewer approval settings - Users can be assigned through UI

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