How-to configure approvals
Approval editor in workflow builder visual editor
The number of existing approvals in the state will be displayed when viewing the state in workflow builder visual editor.
If the state has no approvals, the +add option is displayed in place of a number.
Choose Approvals to display any existing approvals for the state.
Choose a named approval to open the Edit Approvals panel for the approval.
If no approvals are present in the state, the Add approval panel will be displayed when choosing Approvals.
Edit the existing approval
Name
Description
Reviewers
Advanced options to require reviewer credentials; customize approval button displayed names; set conditions for the approval to be active; remember assigned reviewers or enable descriptive roles for reviewers
Choose Apply to update the approval.
The Apply will become enabled when a change has been added to the editor.
Choose Save to update the workflow.