Pre-assigned users and groups
Contents:
Overview
In the app space settings, you can configure how reviewers are assigned and the users who can be assigned as reviewers using the workflow builder visual editor.
Both preassigned and manually assigned reviewers do NOT need edit permission to undertake the approval decision or assign or unassign reviewers. Only view permission is required.
Preassigned reviewers
One or more users or members of a user group can be automatically preassigned as reviewers when the workflow transitions into a state that includes an approval.
Reviewer assignment settings for an approval can be configured only by a space administrator while editing the workflow. These settings are applied when the workflow transitions to the approval state. Additionally, a space administrator can manually initialize the workflow if required.
Users can be assigned through UI
Users can be assigned through the UI in the workflow builder for approval. The approval remains assignable. The specified users are preassigned as reviewers, and they have the ability to assign or unassign other reviewers as needed.
Who can approve or reject
One or more users can be assigned as reviewers (using the workflow dialog on the page).
Only an assigned user(s) can undertake the approval.
Until a reviewer is assigned, any Confluence user (with view and edit permission for the page) can approve or reject to complete the approval.
Workflow state dialog box on the page
Assigned users are displayed in the workflow state dialog box.
Reviewer decisions are appended to the user avatar in the workflow state dialog box.
Set all reviewers that have to approve
Mandate chosen users or members of a user group to undertake the approval
Who can approve or reject - Preassigned reviewers
Workflow state dialog box on the page
User avatars for preassigned reviewers are displayed in the workflow state dialog box on the page.
Reviewer decisions are appended to the user avatars in the workflow state dialog box.
Automatically assign users or groups
Automatically assigning reviewers ensures that only specific individuals or teams are assigned to review content, thereby reducing the likelihood of oversight or missed approvals.
At least one username or group name must be entered into the workflow builder approval editor using the automatically assign users or groups dropdown menus. The workflow preassigns the users as reviewers on the transition to the workflow state containing the approval.
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