Personal View

Personal View

Any user (other than the global admin) with access to the approval path will have access to Personal View.

A user with admin permissions will have broader access to Approval Path’s features.

Personal View

To access Personal View on your Confluence instance, go to:
Apps → Approval Path

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Approvals

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The Approvals List shows all approvals assigned to the user that require action. This panel helps track pending steps and provides context for each approval.

Personal user can see:

  • Approval name

  • Originator: the person who started this approval

  • Current Step of the approval

  • Space of origin

  • Page on which the approval was started (the page name is a direct link, allowing users to open and review the content before taking action.)

  • Approval status & progress

  • Expiration of the approval (if set)

  • Start date

  • Last modified

  • Actions:

    • Approve

    • Reject

    • Abstain

    • Open the approval in a page view

The approvals can be filtered by:

  • Approval/definition name

  • Status (In progress, Approved, Rejected, Archived, Expired, Outdated, Up-to-date, Any)

  • Space

  • Page search

  • Delegators

  • Add more filters +

By using Add more filters, users can customize their search. For example, filtering by awaiting decision, rejection, or approval by user/group/email field.

 

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Additional options:

  • Save filters (private only)

  • Download the approvals list as a CSV file

Activity

The Activity tab provides a historical overview of approvals relevant to the user.

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  • What users can see:

    • Approval name

    • Originator

    • Step

    • Decision progress (Started, Accepted, Rejected)

    • Space name

    • Page name

    • Date

  • The activities can be filtered by:

    • Approval name

    • Originators

    • Space

    • Date

    • More filters

Users can download the approvals' activity list as a CSV file

Delegate

The Delegate tab allows users to view and create delegations.

The Delegation feature enables internal approvers to delegate their approval steps to another user during their absence or other circumstances. To learn more about Delegations, visit this page.

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Global Admins have additional options. Through the permissions scheme, they can add groups of users who can Manage Approvals in a space, add new approval Definition, and edit existing Definition.