Which template allows you to create a pool of users that may be tasked to work a step in the approval process?

• A. User-Defined List
• B. Role-Based List
• C. Static List
• D. Distribution List

Answer: (A)

When a step in an approval process needs to be handled by one of several people, you use a pool of potential approvers. The template that lets you build this pool from specific individuals you choose is a user-defined list. It gives you precise control over who can take on that task, and you can reuse or adjust the same list across different steps or processes as needed. This flexibility is useful when you want a fixed group of people, independent of their current roles or email distribution factors.

Role-based lists would pull everyone in a given role, which can change over time and isn’t the same as a curated set of individuals. A static list is merely a fixed group, but it isn’t as easily reusable or adaptable across multiple workflows. A distribution list is about sending messages to a group, not assigning a task to a set of potential approvers. So the user-defined list best fits the idea of creating a customizable pool of users who may be tasked to work a step.