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Set up a pre-set list of approvers

When setting up approvals, you can choose approvers for your customers by setting up a pre-set list of approvers.

You must have a user picker custom field to add a pre-set list of approvers. Learn more about adding a user picker custom field.

To set up a pre-set list of approvers:

  1. Add a user picker custom field to the request.

  2. Next to the field, click Actions > Hide.

  3. Enter the users who can approve the request, then click Set. The approvers will display in the issue and are notified when the request needs approval.

 

For a pre-set list of approvers to work, you must allow customers to choose approvers.


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If the image in the lower-left of your service project 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 Nov 9, 2020
Cached at 7:20 PM on Dec 2, 2020 |

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