An unordered workflow transition list allows simultaneous approval by any member of the approval list. Open the Select Users dialog box to add users, groups, and roles to the approval list.
To add an ordered workflow transition approval list
- From the top-level navigation, open the Admin module.
- Select Customization.
- Select the Workflow and Approvals tab.
- Select the Approval Lists tab.
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Click New
.
- Name the approval list.
- Select Ordered to require approval of the workflow transition to be made in the order defined in the approval list.
- Click Add User to add a single team member to the approval list.
- Click Add Group to add all members of a security group to the approval list. Only team members who have permission to the item from which the workflow transition request is being made will be able to approve the workflow transition. Specify how many team members from the security group will be required to approve the workflow transition.
- Click Add Role to add all members of a security role to the approval list. Only team members who have permission to the item from which the workflow transition request is being made will be able to approve the workflow transition. Specify how many team members from the security role will be required to approve the workflow transition.
- After you have added users, security groups, or security roles to the approval list, click Move Up or Move Down to put each user, security group, or security role in the correct order.
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Click Save
.