Overview
A workflow state with one or more approvals added is displayed in the workflow panel with a tick.
When a state is selected in the workflow panel or the (navigator panel) the state editor lists
- the state name
- a lozenge for each state parameter (if present) such as
taskable,final,hidefrompath) - transitions
- approvals
- tasks
Simply choose Approvals +add to add an approval. Once an approval is added you will be able to add an Approved and Rejected transition.
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Edit workflow approvals using workflow builder
In the state editor the number of existing approvals in the state will be displayed or if none are present the +add option will be available.
Choose Approvals to display any existing approvals for the state.
Either choose a named approval to open the Edit Approvals panel for the approval, or to add a new approval to the state, choose +Add Approval.
If no approvals are present, the Edit Approvals panel will be displayed when choosing Approvals.
Reviewer Credentials
Each approval can be set to require user authentication
Open the >Advanced option.
User authentication (or e-signature) for reviewer can be set to require either:
- a password
- a username and password
Users will see a credentials prompt in the workflow popup if identity authentication is required for the reviewer.
The Approve and Reject buttons in the workflow popup will be disabled until the user credentials are added. The credentials are validated when an approval decision is made by the user.
The credentials required for approvals in a workflow can be set by a global administrator. Identity authentication can be:
- Confluence username and password
- Confluence username and a signing token generated by a third-party app
Conditions
Conditions can also be set for the approval to be active.
Customize approval decision buttons
The approval decision buttons display in the workflow popup can be customized.
Sticky assigned reviewers
The reviewers assigned to an approval can be stored and automatically assigned to the next occurrence of the current approval.
Reviewer roles
You can also enable reviewers to be able to be given Roles when they are assigned in the workflow popup .
To amend changes to a state approval, choose Apply.
To avoid the loss of a state update to the workflow you must then:
- add the changes to the workflow by choosing Save in the Navigation panel.
- add the updated workflow to the content by selecting Exit in the Navigation panel.