How to Create an Approval Definition
Create an Approval Definition
Approval definitions define how approvals are structured and executed in Approval Path.
They consist of approval steps that determine how and by whom approvals are required.
Approval definitions are reusable and can include complex structures such as parallel groups and automation.
Who Can Create Definitions?
Space admins can create approval definitions limited to their space.
Global admins can create approval definitions available to one or more spaces, or globally across all spaces.
The available options depend on your permissions and the context from which you access Approval Path.
Access the Definition Page
You can access the Create Approval Definition page in two ways:
From a Space (Space Scope)
When accessed from a space, the approval definition is created for that space by default.
Open a Confluence space.
Click Approval Path in the left navigation of the space.
Go to the Definitions tab.
Click Create.
From Global Settings (Global Scope)
When accessed from global settings, you can choose where the approval definition will be available.
Open Confluence.
Go to Apps → Approval Path.
Open the Definitions tab.
Click Create.
Define Approval Definitions Details
1. Name
The definition name is required. Use a clear and unique name, as approval definitions are selected when starting an approval from a Confluence page.
A description is optional, but you can use it to add internal notes for other administrators.
2. Space
When creating an approval definition, select where it should be available:
This Space
The approval definition is available only in the current space.Selected Spaces (global admins only)
The approval definition is available in the selected spaces.All Spaces (Global) (global admins only)
The approval definition is available across all spaces. If no space is selected, the approval definition is treated as global.
If you are a global admin, select the space or spaces where the approval definition should be available. Leave this field empty to make the definition global.
3. Add Approval Steps
Click Add step and choose the step type you need.
Approval definitions can include multiple steps and parallel groups.
For detailed information about each step type, see the Step Types documentation. → https://warsaw-dynamics.atlassian.net/wiki/spaces/APFC/pages/437026817/Step types?atl_f=PAGETREE
4. Additional Settings (Optional)
You can further customize the approval definition using the following options.
Allow Abstain action
Label condition: If configured, this approval path can be started only when the label condition is met.
Definition level – If the condition isn't met, the approval won't be created at all.
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.
Page Versioning: Approve the current version of the page - If selected, approval path will be
associated with current page version.Send automatic reminders
To create a parallel group, click the Add parallel group button. Drag and drop step/steps in the marked area.
5. Save the Approval Definition
Click Save to finish creating the approval definition. The saved definition will appear in the Definitions tab.
🔎 From the definition list, hover over a definition to access the following actions: Edit / Duplicate / Delete
🔎 From the definition list, hover over a definition to access the following actions: Edit / Duplicate / Delete
Changing an approval definition does not affect approvals that have already started.