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Define Approvers for Approval Tasks

Define approvers to approve or reject work items.

To define approvers for approval tasks

1. Go to Option Pack, Workflow, Manage Workflow and click on Define new workflow approvers and escalators.
2. Fill in the following fields:
   • Attribute

     Defines a list of target attributes pre-defined in the workflow configuration screen. The target attribute is the key to the process and approvers are assigned to it.

     Note: If there are multiple processes pointing to the same target attribute, there is no need to copy the approvers' configuration for each process, since the approver is defined by the target attribute.

   • Attribute Value

     Specifies a string with wildcards for deciding which value requires approval.

   • Sequence Order

     Defines the step of the approval, starting from 1 and increasing. If the request needs to be approved in parallel by two approvers, set the sequence order to 1 for both approvers. For sequential approvals, set the sequence order to 1 and 2.

     Note: Do not skip sequence numbers. For example, do not set the first approver to a sequence order of 1 and the second approver to a sequence order of 3. This will cause workflow to fail.

   • Approver type and Name

     Defines the type of approver. Several default workflow resolvers are available, as follows:

     • Name
     • Manager
     • Group
     • AdminRole
     • AccessRole
     • Attribute
   • Escalator Type and Name

     Define the escalators for the Attribute Value in case of a time-based escalation. The escalator resolvers are identical to the approvers' resolver, with one additional option:

     ManagerOfApprover—Sets the approver to the current approver's manager. Since this is dynamic, this will result in the approval moving higher and higher in the hierarchy each time the previous approver fails to approve in time.

3. Click Save.