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Configure Approvals for Choreo Workflows

Choreo allows you to configure approval processes for specific workflows within the platform. An approval process for a workflow ensures that critical or sensitive changes are properly managed and controlled.

Choreo currently allows you to configure approvals for environment promotion workflows, with support for API subscription approvals coming soon.

Permissions to review and respond to approval requests

To review and respond to approval requests, a user must have the following permissions. Administrators must ensure that users designated to review and respond to approval requests have these permissions:

  • WORKFLOW-MANAGEMENT: Grants access to view and approve workflow requests. Each workflow type has a separate permission.
  • PROJECT-MANAGEMENT: Grants access to view and approve workflow requests. This is the same permission used to update or delete projects.

Set up an approval process for a workflow

To set up an approval process for a workflow, follow these steps:

Note

  • You must have administrator privileges in Choreo to configure workflow approvals.
  • Administrators can designate specific roles and assignees to review and respond to requests associated with each workflow.
  1. Sign in to the Choreo Console.
  2. In the Choreo Console header, go to the Organization list and select your organization.
  3. In the left navigation menu, click Settings. This opens the organization-level settings page.
  4. Click the Workflows tab.
  5. Click the edit icon corresponding to the workflow for which you want to configure an approval.

  6. In the Configure Workflow dialog that opens, select roles and assignees to review and respond to workflow approval requests.

    • In the Roles field, select one or more roles depending on your preference. Any user assigned to these roles can review and respond to requests.
    • In the Assignees field, select specific users who can review and approve workflow requests. Assignees can be any Choreo user, even if they are not assigned to a selected role.

    Important

    Currently, there is no validation to ensure that the specified roles and assignees have the necessary permissions to review and respond to requests. If the required permissions are not correctly configured, some users may receive email notifications but will be unable to review the requests.

  7. Click Save. This configures and enables the approval process for the workflow.

Once you configure an approval process for a workflow, developers must submit a request for approval to use the workflow. An authorized assignee must then review and approve the request for a developer to proceed with the task related to the workflow. Depending on the workflow, there can be tasks where the execution may occur automatically upon approval.