Required. Select one or more roles to act as approvers on the step. The dropdown list includes all of the roles defined for the selected level as well as two special roles: "-- Document Manager --" and "-- Submitter --". If you select more than one role the option "All must approve", below, comes into play.
If the result of the step is the return action, the selection here determines to whom it will be returned. The dropdown list includes all of the steps with a lower # as well as three special choices:
-- Prompt -- - If this is selected, the user taking the return action will be required to select from a dropdown list the step to which the record should be returned. The list will include all role steps which have already been active for that record.
-- Previous Approver -- - The record will be returned to the last role step that was active
-- Submitter -- - The record will be returned to the user who submitted it into workflow
If a record is being resubmitted, the selection here determines to whom it will be resubmitted. The dropdown list includes all of the steps with a higher # as well as three special choices:
-- Returner -- - The record will be resubmitted to the role step that returned it
-- Farthest Approver -- - The record will be returned to the role step with the highest # that has already been active in the record
-- Resume Workflow -- - The record will move to the step with a # one higher than the step it was returned to
If only one role is selected in the Approver(s)* field, this checkbox has no effect.
If more than one approver is selected and this box is checked, all of the users in all of the roles on the step must take the approve action before the step is considered approved and the record moves forward to the next step.
If more than one approver is selected and this box is unchecked, as soon as one user in one role takes the approve action the step is considered approved and the record moves forward to the next step.
If this box is checked, approvers have rights to edit and save the record while it is in workflow even if their security rights do not ordinarily give them those rights
If this box is checked, approvers have rights to add, edit and save notes for the record while it is in workflow even if their security rights do not ordinarily give them those rights
If this box is checked, approvers have rights to add, edit and save attachments for the record while it is in workflow even if their security rights do not ordinarily give them those rights
If this box is unchecked, action buttons - Approve, Final Approve, and Reject, for example - will not be visible in emails sent for this step even if their tokens are in the email template.
Use this section to determine which workflow actions may be taken on the step. If, for example, you do not wish to allow users to reject the record at this step, uncheck the Reject checkbox. Approvers will not be able to click the Reject radio button in the Workflow Tab. If you check the Display As checkbox you can customize the label for each action button.
