If a request requires approval, how do I setup a list of allowable approvers, that a user can choose one or more from, excluding themselves (the creator).
Hi Greg,
In the Setting up approvals knowledge base there are instructions to setup the list:
Step 1: Add a user picker to the request form
To give people a way to select approvers for their request, you add a user picker custom field to the request form. If you prefer to choose approvers for customers, hide the field from the form and create a pre-set list of approvers.
By default, your project comes with the Approvers field and Team field that you can use for approvals. If you want to use a different field, see Add a new custom field to a project .
Take a look at the entire section for more information including what to do if you want customers to choose the approver, If the request will go to a pre-set list of approvers, etc.
Cheers,
Branden
Thanks for the response Branden. I am still not finding my solution. I want the creator to be able to select ONE approver from a designated list of approvers (excluding the creator if he/she is on the approver list).
Basically, each manager can approve his/her employees' requests without all of the other managers getting the request.
Thanks!
Greg
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Hi Greg, did you ever find a solution for this? I have the same request and I'm not having any luck finding any answers.
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