Add and manage approval reviewers in workflow builder

Overview

Approval reviewers in a custom workflow state are managed by editing the approval using the workflow builder visual editor in the app space settings.

Use the editor to add an approval or edit an existing approval name and a range of attributes including

Reviewers - set the approval behavior for how one or more users can undertake a review
Minimum approvals - set the minimum number of approvals by reviewers required for the approval to be complete

Advanced options include

Credentials - set the requirement for a user to authenticate using an e-signature before they can undertake the approval

For a custom workflow in the app space settings

choose the Edit with Visual Builder icon to open the workflow builder visual editor

In the visual editor

choose Approvals in the state editor to display the current approvals in the state

The approval editor is used to edit the approval name and a range of approval attributes.

Select one of the reviewer settings options to set how the reviewers are assigned.