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how to create a list of approvers for a workflow

Diane Swan

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Lorenzo Bueno

Hello Diane,

I think that this Documentation has all the information you may need.

I hope this helps!

Diane Swan

Hi Lorenzo

Thanks but doesn't quite explain what I am trying to do. I have a workflow with an approval stage. I have set it to accept 1 approval, but would like to preconfigure a list of approvers so that the all of the listed approves get an email and any one of them can approve or decline.

I have not been able to do this. If I click the edit buttion on the queued requests, there is an approver box which is empty. The agent can use the "user-picker" to add one or more approves, which then alerts those people when the agent updates. I had hoped I could just pre-populate the list of approvers.

I hope that makes sense.

Diane

Marie F. Kent

Hi Diane,
Not sure if you still need this, but to create the pre-defined approver list do the following:

Navigate to Project Settings/Request Types
Select the request type
Click Hide next to the Approvers field
A user-select dialog will open to allow you to enter the approvers

Thanks,
Marie

Mark Dodd

Another way, which may get the same result is to create an automation / customer rule

When Issue created
Edit Issue
Field = Approvers
value = approver list

Cheers,

Mark

patrick_an9moo

I do not see the "Approvers field" on the Project Settings/Request Types page. Did this move somewhere else?

Andrea Rodriguez_f2891f

Hi @Diane Swan

Were you able to solve this situation? Can you share the way in which it was resolved?

Thanks!

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