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Allow customers to choose approvers

When setting up approvals, you can allow customers to choose approvers by adding a user picker field to the request form.

By default, your project comes with the Approvers field that you can use for approvals. If you want to use a different field, see Add a new custom field to a project.

Go to Project settings > Customer permissions and make sure your Who can customers share request with? setting is set to Any customer or organization, by searching in this project. This ensures that customers can search for approvers.

To allow customers to choose approvers:

  1. From your service desk project, go to Project settings () > Request types.

  2. Find the request type you want to add approvers to, then select Edit fields > Add a field.

  3. Select the Approvers field, then click Apply.

Optionally, change the Display name, Required, and Field help to give your customers more detail.

Are you on the right help page?

If the image in the lower-left of your service desk sidebar states you're in a next-gen project, check out these next-gen project articles instead.

Learn more about the difference between classic and next-gen projects.

Last modified on Apr 24, 2020
Cached at 5:33 AM on Oct 27, 2020 |

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