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Click on the Approval step from the top left side of the Workflow screen.
Drag and drop the step in the desired location.
Determine the settings for the step in the configuration panel that pops up on the right side of the screen.
What is Step Label?
By default, the Approval Step you just created is called "Approval." This typically isn't a problem with a basic workflow configuration, but for more complex workflows it can get pretty confusing to have multiple steps named "Approval."
The Step Label allows you to customize the name of this particular step so it more accurately represents this part of the process. This will help you keep your workflow organized as you are building out your process, but it can also help provide clarity for reviewers who need to approve multiple times during the process.
How Do I Choose an Approver?
Once you have created an approval, the Approval panel will open on the right-hand side of the screen. From there, you can choose from a list of individuals to approve the form. Each option is discussed below.
Person(s) in a role of a group, or the group's hierarchy, on the form
This will allow you to choose a person in a specific role from any group that was mentioned on your form. Once this option is selected an additional field will load below that will ask you to specify the field on the form that lists the group. You will then be prompted to select the role from that particular group that should approve the form submission.
Person(s) in a role of any specific group
This will allow you to choose a person in a specific role from any of the groups that were pre-populated in Kuali during your implementation. Once this option is selected an additional field will load below that will ask you to specify the role and the group.
A person specified on the form
This will allow you to choose a person listed in a field on the form.
Once this option is selected an additional field will load below that will ask you to specify the field on the form where that person is listed. Additionally, you can select the submitter of the form by choosing "Submitter (meta.submittedBy)" from the drop down.
Any specific person
This will allow you to choose any person from any of the groups that were pre-populated in Kuali during your implementation. Once this option is selected you will be asked to specify the user.
on the Assigning Person/Group to Step Page. Assigning Person / Group to a Step