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Processes - turning assignees and approvers to viewers after submission




  • Mike

    Hi Stacey!

    Thanks for bringing this up. I feel ya on this one as it happens to me quite a bit too. At this time we don't support customizing the permissions in content request action types but I will bring this request up to our product team and keep you apprised here.

    Our recommendation to avoid this with the current functionality is to instead use a basic Task action type if you prefer to not have the system manage permissions. The basic Task action will provide all the same functionality without any of the permission changing that a Content request provides. Let me know if you have any questions regarding those steps or need anything further.

    Thanks again and happy Friday!

  • Isaac Oard

    Hi everyone! Good news is that this is now on the future roadmap.

    Thank you all for the feedback!

  • Andrew McKenzie

    This is related on the ESG side to the use of Workiva Tasks for metric data collection, and enabling an option to allow an approver to not only review/approve, but also modify, the provided metric value (with the same full audit trail, of course).


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