Assignable approval

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

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.

  • 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.

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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