Configuring Approvers and Approval Workflows

role , minimum version 2023 knowledge articles follow a defined approval process driven by workflows you can configure these workflows and create approver contact groups to streamline the approval process approval workflows knowledge management provides an approval workflow for each knowledge article type article type workflow name business object document knowledge approval process for document frs knowledge document error message knowledge approval process for error message frs knowledge errormessage issue and resolution knowledge approval process for issue resolution frs knowledge issueresolution patch knowledge approval process for patch frs knowledge patch q\&a knowledge approval process for q and a frs knowledge qanda reference knowledge approval process for reference frs knowledge reference workflows mostly consist of the get approval and notification workflow block these define the approvers, the approval sequence and criteria, the notification recipients during the approval process, and the voting deadlines these settings can be changed to customize the approval process as described in the following sections see using workflows docid\ p4kb1hcf81wnxmoqhbcjs for information on workflows configuring approvers to configure approvers create a contact group and add the approvers group to the workflow to create the approvers contact group log in to as an open the configuration console and go to configure > users and permissions > groups select new contact group and fill in the contact group details ensure to select knowledge advisory board as group type select link from the members section and double click the user's record to add it as a member of the groups to add approvers in the workflow log in to as an open the configuration console and go to build > business objects > select the required business object such as frs knowledge document select the required workflow from the workflows tab select the edit icon of the version you are required to edit double click the get approval block to reconfigure in the approvers area, select the required group as approver from a group drop down select save configuring the approval criteria log in to as an open the configuration console and go to build > business objects > select the required business object such as frs knowledge document select the required workflow from the workflows tab select the edit icon of the version you are required to edit double click the get approval block to reconfigure in the approval/denial criteria area of the get approval block properties window, select an approval method select save approval criteria are controlled by the information in the approval/denial criteria area of the get approval block properties window configurable criteria conditions for approval/rejection approve if all approved every member of the approval group approves the request approve if any approved one member of the approval group must approve the request approve if at least n% approved the specified percentage of the approval group members approve the request deny if any rejected one member of the approval group rejects the request deny if at least n% rejected the specified percentage of approval group members rejects the request email notifications email notification occurs at two general stages in a knowledge approval workflow approvers are notified when an article is ready for them to review the owner of an article is notified about the article status after it is reviewed or after a review deadline expires configuring approver notifications the knowledgeapprovalvotenotification quick action (affiliated with the frs approvalvotetracking business object) sends email to approvers when an article is ready for them to review by default, this notification is sent to $(owneremail) to reconfigure this quick action log in to as an open the configuration console and go to build > automation tools > quick actions scroll to frs approvalvotetracking and select add/edit under your actions , double click knowledgeapprovalvotenotification and reconfigure it as necessary select save to specify that another quick action be used log in to as an open the configuration console and go to build > business objects > select the required business object such as frs knowledge document select the required workflow from the workflows tab select the edit icon of the version you are required to edit double click the get approval block to reconfigure it in the approval notification quick action area, use the drop down list to select another quick action select save configuring owner notifications log in to as an open the configuration console and go to build > business objects > select the required business object such as frs knowledge document select the required workflow from the workflows tab select the edit icon of the version you are required to edit double click the notification block to reconfigure it the notification properties window opens you can use the default template that appears, or modify it as needed select save and then click ok configuring a voting deadline for an approval request voting deadlines for article approvers are configured through get approval workflow blocks deadlines can be based on a duration (in days, hours, and minutes) or on the date in a field that you specify log in to as an open the configuration console and go to build > business objects > select the required business object such as frs knowledge document select the required workflow from the workflows tab select the edit icon of the version you are required to edit double click the get approval workflow block that is labeled as default, to reconfigure it the get approval properties window opens in the approval voting deadline area, do one of the following select a field to specify a field name select duration and specify the duration length in the provided fields (the duration clock starts when the get approval workflow block is triggered; the deadline is reached when the duration ends) select save and then click ok