Adding a User Approval

About this task

Icon for the User Approval activity

Use the User Approval activity where the workflow requires approvals from named users.

In the Workflow Canvas, open the Project tab.
Select the Workflow dropdown. The Workflow Designer opens.
Open the Activities tab.
Drag the User Approval workflow activity onto the Workflow Designer.
In the Properties panel, enter a name for the activity in the Display Text field. The name appears on the icon in the workflow.
In the Add Approvers field, complete at least one of the following options:

Note: The list of available users is from SOTI Identity and includes any integrated third-party identity providers (IdPs).
1. Optional: Type the name of a user for whom you would like to grant approvals at this part of the workflow. When found, select the user name to add it to your list. You can continue to add more users as required.
2. Optional: Select the Gear icon, then the User List icon to choose a configured User List widget as the source of approver names for the User Approval activity. See Connecting a User List Widget to a Workflow Activity.
3. Optional: Select the Gear icon, then the Submitter Manager icon to choose the submitter's manager automatically. See Configuring Submitter Managers.
4. Optional: Select the Gear icon, then the Dynamic User Manager icon to choose from a dynamic list of user managers automatically. See Configuring Dynamic User Managers.

Select other User Approval settings as required.


Number of Approvers	Select how many approvers must approve an activity. Options are: All Approvers Must Approve A Fixed Number of Approvers Must Approve Note: You must enter the number of approvers required.
Notes Settings	Select the following options if you wish to offer approvers with the option to add notes about their decision: Enable Approval Notes Enable Rejection Notes Specify whether notes are Required or Optional for each enabled setting.
Send Back to Submitter	Select Allow 'Send Back To Submitter' Action if you want the approver to be able to revert the workflow to the submitter for correction and resubmission. If selected, you can also toggle Enable Notes to allow approvers to add notes about their decisions. If enabled, specify whether notes are Required or Optional.
Edit Settings	Select Allow Editing for Approver(s) if you wish to allow the approver to change the request.

A new user approval process becomes part of the workflow.