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User step

  • Action types:
  • Approval / Consent action
  • Notification action
  • Requiring comment on actions
  • Label Condition
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Action types:

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  • Approval

  • Consent - Similar to approval. More about it is on the FAQ page

  • Notification

Approval / Consent action

Single user decision step. When the step is activated, the user will receive a notification with a ‘call for action’. On the Confluence page user will see the accept and reject buttons. The decision cannot be changed. The only way to undo a decision is to ‘reset’ the ongoing approval path and start a new one. Every Confluence page participant can start or reset the approval process.

Notification action

The user will be notified about the current progress. That person might be interested in knowing the progress or result, but has no involvement in making the decision. Possible use cases:

  1. Used at the beginning of the approval process to notify shareholders about new initiatives within the company.

  2. Used as the last step in the approval process to notify the team leader if access to new hardware was approved.

Requiring comment on actions

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If this checkbox is selected, the approver will be required to provide a comment when approving, rejecting or abstaining a page. This ensures that the reasons for decisions are clearly communicated, providing feedback for the assignee and keeping transparency in the approval process.

Label Condition

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If configured, this step can be started only when the label condition is met.

  • Step level – If the condition isn't met, that step is skipped from the approval flow.

    To configure a condition, select whether pages should have any or all of the specified labels, then choose the labels using the search field.

Definition level – If the condition isn't met, the approval won't be created at all.

 

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