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How to create and modify approval workflows

Users will need the Manage Approval Workflows permission to perform the following actions.


How to create an approval group

To create an approval group:

  1. Navigate to Tools > Approval Workflows
  2. Click New > Group using the top-right drop down
  3. Enter a Title and Description for the group
  4. If you're using Projects set the visibility of the group
  5. Click Save


How to create an approval route

To create an approval route:

  1. Navigate to Tools > Approval Workflows
  2. Click New > Route using the top-right drop down
  3. Enter a Title and Description for the route
  4. Pick the Approval Group the route belongs to
  5. Select what type of approval the route should be used for
  6. Add approvers to the route by clicking Add Approver
  7. Click Save


How to replace an approver

To replace an existing approver in an approval route:

  1. Navigate to Tools > Approval Workflows
  2. Click Routes
  3. Hover over the more icon for the route
  4. Click Edit
  5. Click the swap icon next to the approver
  6. Choose the new User and their Title
  7. Select whether or not to replace in-flight workflows
  8. Click Replace Approver
  9. Click Save
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