Create an approval request

Create an approval request

Prerequisites

You can only set up a request for approval on a space that has page approval enabled by the space administrator.

This step is covered on Configuring the app page.


Step 1 - Select your approvers

Go to any page in your space.

  • choose the Page Approval breadcrumb below the page title

  • select Create Approval Request in the dialog window

cpc_pageapproval_dialogbox_createarequest.png

In the dialog box

  • choose the approval type

If you see the option to Select an approval template, choose Skip to create your own approval request. For more information, refer to Using approval templates.

For this example, Standard approval is selected as the approval type.

In the Approvers box

  • choose Find a person.. for a dropdown of eligible approvers

  • select the approvers

  • then choose Next to continue


Step 2 - Select the acknowledges

In the Acknowledgers option

  • search and select one or more acknowledgers

  • choose Next


Step 3 - Set the due date and priority

  • add the Due date

  • add the Priority for the approval

 

  • choose Send request to submit the approval request

The status changes from Page approval to In review.

A notification is sent to the approvers that an approval request is pending their approval. 

You can view the current state of the approval request:

  • choose In review

  • choose View Approval Request

Setting up approval types

You can get more information about the available approval types on the pages below:

Related Information

Need support? Create a request with our support team.

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