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Showing content from https://docs.umbraco.com/umbraco-workflow/workflow-section/approval-groups below:

Approval Groups | Umbraco Workflow

1. Workflow Section

The Approval groups view in the Workflow section lists the active groups name, group members, their permissions, and a quick link to email the group.

To add an approval group, follow these steps:

1. Go to the Workflow section.

2. Click on Approval groups.

4. Enter a Name for the Approval Group. For example: Danish Editors.

5. Enter the Group Email address in the Settings section to which the notifications will be sent.

6. Select the Group Language from the drop-down list in the Settings section.

7. Click Save.

   Create Approval Group

You can create a total of 5 groups on unlicensed installations. The paid license removes this restriction.

You can search for a specific group using the Search bar. Select a group from the list to edit its Settings, Roles, Members, and view the group's History.

The Settings tab consists of the following fields:

• Group Email: Workflow notifications are sent to a generic inbox (a group's email address) rather than the individual group members.

• Group Language: Select a language variant for the email.

• Workflow Activity: Provides a chart displaying an overview of the workflow activity such as approved, cancelled, rejected, or pending approvals for the current group.

The Members tab manages the membership for the given user group. Add members to approval groups to determine which member will be responsible for approving content changes. Group Members can be explicitly added to the group or can inherit group membership from an existing Umbraco group. Ideally, group members are set explicitly to ensure changes made to Umbraco groups do not cause unexpected changes to workflow permissions.

To add a Group member, follow these steps:

1. Go to the Workflow section.

2. Click on Approval groups.

3. Select a group from the list to edit its Members.

5. Click Choose in the Group members section.

6. Select the Users you want to add to the approval group.

   Add group Members

To remove a Group member, click Remove.

To inherit an existing Umbraco group membership, follow these steps:

1. Go to the Workflow section.

2. Click on Approval groups.

3. Select a group from the list to edit its Members.

5. Click Choose in the Inherited group membership section.

6. Select the User groups you want to add to the approval group.

   Inherited group membership

To remove a Group membership, click Remove.

The Roles tab provides an overview of the current workflow roles for the Group:

• Node-based approvals: This workflow applies only to the specified node.

• Document-type approvals: This workflow applies to all the nodes of a given Document Type.

You can set these Roles in the Workflow Settings section. For more information, see the Workflow Settings article.

The History tab provides an overview of the workflow activity for the current group. It displays a table containing the following details:

• Page name with the Language variant

• Date the workflow was requested on

• Comment describing the changes

You can also Filter the records based on the Document Type, Requested by, Created date, Completed date, Page Language, Workflow Type, and Workflow Status. Additionally, you can adjust the total number of records displayed on a page.

The Detail button at the end of the record displays an overlay with content similar to the Active workflow sub-section.

Last updated 4 months ago

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