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how to create a list of approvers for a workflow

 

3 answers

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

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

Thanks,
Marie

patrick I'm New Here Sep 18, 2019

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

0 votes

Hello Diane,

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

I hope this helps!

 

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

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

  1. When Issue created
  2. Edit Issue
  3. Field = Approvers
  4. value = approver list

Cheers,

Mark

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