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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:

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.

Needs approval highlighted in workflow

This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Apr 28, 2021
Cached at 3:35 PM on May 16, 2021 |

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