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Adding the macro to a page

Edit the page and type /doc and select the document approval macro option.

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A separate column is added for each selected checkbox in the macro editor to display information for each approval.

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Info

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When the approval is configured to require a minimum number of reviewers, a separate unassigned reviewer row is displayed for each required reviewer. These are populated as

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a user(s) is assigned or

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undertakes a review

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decision.

Transitioning the content

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  • the overall status for each approval in the state (Pending, Rejected, Approved or Approved and Signed)- Show status

  • the reviewers for each approval by checking one or both

    • Show reviewer avatar

    • Show reviewer name

  • the current status of each reviewer’s decision for the approval (Pending, Rejected, Approved, Approved and Signed, Unassigned) - Show status

  • the date each reviewer’s last action (if any) - Show date

  • any comment added by the reviewer on undertaking their last recorded action

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If Show status is checked, both the status of the overall approval and (if reviewer avatar or reviewer name is checked) the current decision for each reviewer is displayed.

Display approvals reviewer and status information for the current workflow state

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