Edit approvals using workflow builder

Owned by Robert Alexander Marshall
Last updated: May 20, 2024
7 min read
1 Overview | 2 Approvals in workflow builder | 3 Add an approval | 4 Add and manage approval reviewers | 5 Edit an approval | 6 Reviewer Credentials | 7 Conditions | 8 Customize approval decision buttons | 9 Sticky assigned reviewers | 10 Reviewer roles | 11 Who is allowed to assign reviewers? | 12 Saving changes to an approval

Overview

One or more approvals can be added to a state using workflow builder. An existing approval in a state can be edited in workflow builder.

Workflow builder can be used to add an approval or edit an existing approval and the approval details

  • name

  • description

  • configure reviewers and the way they are assigned

  • set condition(s) for approval to be active

  • set requirements for reviewer credentials

  • customize the approval decision button labels displayed in the workflow popup

  • enable the addition of reviewer roles for the assignment of reviewers

Once an approval is added to a state, the approval approve and reject transitions can be added and edited using workflow builder.

Approvals in workflow builder

A workflow state with one or more approvals added is displayed in the workflow panel with a tick.

 

Edit states using workflow builder

Select a state to open the state editor.

The state editor displays

  • the state name

  • a lozenge for each state parameter (if present) such as