Approval workflows
Set up multi-approver sign-off workflows for use cases, policies, and models.
Overview
Approval workflows let you require sign-off before certain changes take effect. You define who needs to approve, whether all approvers or just one must agree, and set an optional deadline. When someone submits a request, the designated approvers are notified and can approve or reject it.
Creating a workflow
- Go to Approval workflows from the sidebar.
- Click Create workflow.
- Give it a name and description.
- Select the entity type this workflow applies to (e.g., use cases, policies, models).
- Add one or more approvers from your organization.
- Choose whether all approvers must approve or just any one of them.
- Optionally set an expiration period for pending requests.
- Click Save.
Submitting a request
When a workflow is active for an entity type, users can submit approval requests from that entity's page. The request includes details about what's being submitted and why. All designated approvers receive a notification.
Request statuses
| Status | Meaning |
|---|---|
| Pending | Waiting for approver action |
| Approved | All required approvers have approved |
| Rejected | One or more approvers rejected the request |
| Withdrawn | The requestor cancelled the request |
| Expired | The request passed its deadline without a decision |
Approving or rejecting
When you're an approver on a pending request, you'll see it in your notifications. Open the request to review the details, then click Approve or Reject. You can add a comment explaining your decision.
Who can do what
| Action | Required role |
|---|---|
| View workflows and requests | Any authenticated user |
| Create or edit workflows | Admin |
| Submit approval requests | Admin or Editor |
| Approve or reject requests | Designated approvers (any role) |