Adding Approvers from a Route Template to a Task

You can create a new approval task and load the list of approvers from a route template. This feature creates approval tasks for all of the users, roles, and groups assigned as members of a route. You can only add approvers to the current or a future state; you cannot add approvers to any prior states.

Before you begin: View the Approvals tab of the Lifecycle PowerView. See Working with Lifecycle Approvals.

  1. Click Add From Template in the page toolbar.



  2. For each state where you want to add approvers based on a route template:

    1. Click for the lifecycle state. The Find Route Template dialog box opens.
    2. Enter search criteria for the route template and click Find. The Select Route Template page opens.
    3. Select the needed template.
    4. Click Submit.

  3. Click Done.

    If the template included users whose approval is not needed for the object/state, you can remove them by following these steps:

  4. Check the state for which you want approvers removed.

  5. Click Remove Approver in the page toolbar.