Approval Groups allow for flexible routing by assigning approval steps to a collective group rather than an individual. This ensures that any member of the group can provide the necessary approval to move a process forward.
Management of these groups is restricted to users with the Community Administrator or Approval Administrator roles.
Accessing Approval Groups
To manage your groups, navigate to:
- The Administration module
- Select Approvals
- Click the Groups tab.
Creating and Modifying Groups
Add a Group: Select the three dots (ellipsis) on the right side of the screen and click Add Approver Group. Enter the group name and select the members in the pop-up window.
Once completed, select Add.
Edit or Delete: Existing groups can be modified or removed by selecting the Edit or Delete options next to the specific group.
Bulk Management (Export/Import)
For organizations with numerous groups, bulk editing is available via the three dots menu:
Export: Select Download Groups to receive a spreadsheet of all current groups. Once the Job Submitted pop-up box appears, select the here hyperlink.
Edit: Update the group names or members within the spreadsheet.
Import: Click the 3 dots and select Import Groups. To upload the revised file, by selecting Browse and OK.
Warning on Imports: When importing, ensure the file includes all groups you wish to keep. Any group missing from the upload will be automatically deleted from the system.
Note: If a group is deleted, historical records are preserved, showing exactly which members the approval was sent to at that time.
What's Next/Related
- You can also watch a short video on this process: