Approval via our Cooperation feature can be used in various ways, such as when cooperation between departments is required or when confirmation is needed for small groups in your organization.
You can enable the Modify Cooperation workflow option to modify the approver information while the approval is in progress.
Add/Delete Cooperation approver
Note: This feature is only available after it’s set by Collavate admin. If the button is not visible or unavailable, please refer to here and ask your Collavate administrator to activate the feature.
Open the approval process where the Cooperation process is in progress.
In the right panel, go to Process → Cooperation tab.
Click More → Edit the Cooperation workflow.
Note: The button might not be visible for some users according to admin settings.Edit the Cooperation approver information.
Click Save to save the changes.
Enable modification of Cooperation approval line
Collavate administrators can streamline your Cooperation workflow through admin settings.
Click on the Admin menu.
Go to the Process menu.
In Recipient (CC/Cooperation Email), activate the Modify Group Cooperation workflow function.
Select until when to allow users modify the approver information in the Edit the Cooperation workflow dropdown menu.
Until Cooperation approval is completed: Users can edit Cooperation approver until the approval is completed.(You cannot exclude users who already approved/rejected on the approval)
Until the first approver in Cooperation approves: Users cannot edit Cooperation approver when the first approval approves/rejects the approval.
Select who can modify the Cooperation approver.
Cooperation submitter: Submitter who first started Cooperation approval can edit the approver information.
Cooperation approver: Users who are included as Cooperation approver can edit the approver information.
Click Save to save the changes