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Learn how to succeed in your role as a service project agent.
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:
Add a user picker custom field to the request.
Next to the field, click Actions > Hide.
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.
Are you on the right help page?
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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