Add new approver in an approval process
To add a new approver:
- Click Add New Approver block. The Add New Approver window will slide in from the right.
- Select the approver type. The approver type can be:
- User - Users that you have shared the application/application users
- Role - Users in a predefined role within your organization's hierarchy
- Field - Users listed in the Users field
Note:
When you choose the Approver Type as Field, the Select Approver field will display only the Users fields(in your form) configured as Users. Customers cannot be configured as Approvers.
- Choose the Approver. The Select Approver field will list the options based on the selection made in the Select Type field.
- Set the Approval and Denial Label names and click Save Approver.