Assign reviewers through the workflow state dialog

Assign reviewers through the workflow state dialog

Contents:

Overview

The workflow state dialog lets you track the progress of the workflow applied to a page or blog post. It also enables editors and reviewers to interact with the workflow, such as making approval decisions or viewing workflow details.

The + Add reviewer button is added to the workflow state dialog if the content review is assignable.

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  • Assigned reviewers at least need View permission to approve or reject.

  • To assign reviewers, you must have View and Edit permissions.

  • Once assigned, a reviewer can assign or unassign others, even without the Edit permissions.

Assign reviewers through the workflow state dialog

Assign reviewers directly from the workflow state dialog when a page enters a review state. This lets you select users responsible for approving or rejecting the content.

Assign reviewers manually

To manually assign a reviewer through the workflow state dialog,

  1. Click the + Add Reviewer button in the workflow state dialog.

2. Search by full nameusername, or email address, or select from the contributors suggested by Comala Document Management.

  1. When you've found the reviewer, click the checkbox next to the user name and avatar.

  1. Click Assign. The assignee avatar is added to the dialog.

Assigning a reviewer to a content review will disable the Approve and Reject buttons for all other users, including space and Confluence admins.

  • All assigned reviewers must undertake and agree to the approval decision before a state transition occurs

  • Before a transition, an assigned reviewer can be unassigned if they have not yet undertaken an approval decision

  1. An assigned user will see an on-screen message notification when visiting the page.

  1. Individual reviewer approval decisions are displayed in the workflow state dialog prior to all reviewers undertaking and agreeing to the approval decision.

Pre-assign a reviewer to an assignable content review

For a content review that is assignable, you can edit the approval to pre-assign one or users as reviewers. Pre-assigned reviewers are added to the workflow state dialog in the content review state.

Additional users can be assigned as reviewers using the workflow state dialog.

Both pre-assigned and assigned reviewers can undertake the approval decision if they have View permission or View and Edit permission for the content. Manually assigned users can be unassigned.                                                    

Unassign reviewers

Administrators cannot complete a content review assigned to another user; however, they can still assign additional reviewers and unassign existing ones.

To reassign or unassign reviewers,

  1. Go to the search screen in the workflow state dialog.

  2. Search for the user you want to unassign, then uncheck the box next to their name.

  3. Click Unassign to remove the reviewer. The user avatar will be removed from the workflow state dialog. 

If all the reviewers are unassigned from the content review, then the approval can be undertaken by any user with view or edit permission for the page or blog.

 

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