Approval Assignment Suggestions by Role | Community
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Beth_OG
Level 3
August 8, 2023
Question

Approval Assignment Suggestions by Role

  • August 8, 2023
  • 1 reply
  • 493 views

I've created an approval path on a project template with Roles assigned to the stages with the idea that the project owner will assign users who fit each role - same as how we assign tasks on a project.  We've found that Workfront does not suggest assignees based on roles in approval stages the same way it does for roles assigned to tasks. It seems that our project owners will have to know which users fit the roles, assign them to the stages, and manually remove the role assignments.  Is this correct, or am I missing something?

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    1 reply

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    August 18, 2023

    I believe the way roles are designed to work on approvals is that if there is a user with that role already on that project, when the approval is triggered, that user will be auto-assigned to the approval.

    If that user is not already on the project, then yes someone would have to manually replace the role with a user.

    More on that here: Create an approval process for work items

    specifically the NOTE in the Approvers section of the table on that page.

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