Edit approval reviewers

Reviewers for the approval can be managed when adding or editing an approval in the workflow builder.

Open

You can choose one of three options to manage the assignment of reviewers:

• Anyone can approve

• Limit who can approve and/or assign reviewers

• Set all the reviewers that have to approve

Some options let you add a Minimum approvals value, requiring a number of reviewers to undertake the approval and agree on the approval decision

Limiting reviewers

If you choose Limit who can approve and/or assign, you can choose one of the following options

Open

Approval editor - Limit reviewers - Options

• Users cannot be assigned through UI - Reviewers who can undertake the approval must be added in the approval editor

• Users can be assigned through UI - Anyone can approve until a reviewer is assigned

• Users must be assigned to approve - Only assigned reviewers can undertake the approval

• Only one user must be assigned to approve - Requires a user to be assigned as a reviewer using the workflow dialog box. The Approval is not active until the reviewer is assigned

By adding users in the approval editor for a selected option, you can limit who can be assigned and who can assign.

Mandating reviewers

If you choose Set all reviewers who must approve, you must add the users who must undertake the approval. These reviewers are preassigned by the workflow on a transition into the state containing the approval.

Open

All approvals can be configured to require a reviewer to add credentials to authenticate their identity to make the approval active in the workflow state dialog box. You can also Enable Roles to let the assigner add a descriptive role when assigning a reviewer. For more information on editing an approval, see: Edit approvalsPreview.