Edit approval reviewers using workflow builder

Owned by Robert Alexander Marshall
Last updated: May 20, 2024
13 min read
1 Overview | 2 Reviewers | 3 Workflow builder approval icon and reviewer assignment | 3.1 Anyone can approve | 3.2 Limit who can approve and/or assign reviewers | 3.2.1 Users cannot be assigned through UI | 3.2.2 Users can be assigned through UI | 3.2.3 Users must be assigned to approve | 3.2.4 Only one user must be assigned to approve | 3.3 Set all the reviewers that have to approve | 4 Reviewer Credentials | 5 Sticky assigned reviewers | 6 Reviewer roles | 7 Saving changes to an approval

Overview

Workflow builder can be used to add an approval to a state or edit an existing approval in a state and configure the process for the assignment of a reviewer.

Select an existing approval in the state to edit the approval.

Reviewers for the approval can be managed when adding or editing an approval in workflow builder by choosing one of the following options

Once one of the above Reviewers options is chosen, it can be configured in a number of ways. These are different for each option.

The Advanced dropdown also includes options to

  • require reviewer Credentials for a user to enable the approval buttons in the workflow popup

  • use Sticky assigned reviewers to reassign previous users as reviewers if the workflow returns to the current state

  • check the Enable Roles for reviewers option allows an assigning user to add a role descriptor for a reviewer when using the workflow popup to assign a reviewer