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.
Reviewer credentials requirement
The approval can be configured to require an e-signature for each reviewer to authenticate their identity.
To set the requirement for user authentication, in the Advanced settings
navigate to Credentials
choose Requires e-signature
each reviewer is required to confirm their identity using an e-signature to activate the approval
Choosing the e-signature option means that a reviewer must configure the setup of an authentication token as part of 2FA Authentication for the site.
An approval that requires credentials is displayed in the workflow visual builder with a padlock appended to the approval icon in the state editor.
The Quality Management System Workflow bundled with the app includes approvals that require reviewer authentication.
In a copy of the Quality Management System Workflow, in the Draft state
On the page, a user undertaking the approval in the workflow popup must activate the approval options to approve or reject the content by entering
their email
and a time-based token generated by a third-party app
The first time a user opens the workflow popup in a state with an approval that requires an e-signature they are prompted to set up a personal code.
If the user has previously set up their third-party authentication app, the user
adds their email
the third-party-generated time-based authentication token
Adding the details enables the approval buttons in the workflow popup but the e-signature validation occurs when the user makes an approval decision.