Set up approvals

To require approval for a request, you’ll need to make sure the right field is available, and add an approval step to the relevant workflow status.

1. Use or create a field for entering approvers

By default, your service project comes with an Approvers field, or you can create your own. Learn how to add a custom field for approvals.

This field is where you (or your customers) define who can approve the request. You can enter approvers into the field manually for each request, or:

• Allow customers to choose approvers.

• Define approvers in advance based on the request type.

• Automatically require approval from approvers associated with a service.

2. Add the approval step to a workflow status

Add an approval to a workflow to choose which workflow the approval will be added to, and which status the approval will be required for.

Example

In the workflow below, the request goes to approvers right after it's created.