How to add Approvers to Change Request

MStritt
Tera Guru

New to Change Requests. How do I see Approvers show up in the Approvers tab, after the State is changed to a particular value? Do I need to create a group, then add the approvers to that? Then, after the State is changed, these users will appear in the Approvers tab.

find_real_file.png

8 REPLIES 8

MStritt,

Once you find the workflow (or create one), you would simply double click the approval activity and set a group or an individual user:

find_real_file.png

MStritt,

Be aware that the OOB 'Change Request -Normal' workflow uses a Change Approval Policy. That's not the same as a normal Approval activity. If you want a specific group or user to ALWAY approve a request then just use the 'Approval - Group' or 'Approval - User' core activity.

Also, if you're modifying any of the OOB Change request Workflows, clone it first and then make your modifications.

Krishna  Penaka
Tera Expert

Hi,

Add or remove an approver

Add or remove an approver to a publication workflow.

Before you begin

Role required: sn_publications.admin

Procedure

  1. Navigate to Targeted Communications > Publication Workflow.
  2. Select a workflow.
    The approvers assigned to the workflow are displayed in the Approvers field.
  3. To add an approver, click Edit Approvers next to the Approvers field and select an approver from the Users list.
    This list includes users with the sn_publications.approver role. The selected user is added to the Approvers field.
  4. To remove an approver, click Edit Approvers next to the Approvers field and select the approver's name. Then click Remove.
    The approver's name is removed from the Approvers field.
  5. Click Update.

 

Regards ,

Krishnateja

Hi,
Can anyone help me complete my task " Based on category field changes, Approvers should be added to the Change request?"
Thanks in Advance.