Versions Compared

Old Version 7

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version 8

changes.mady.by.user Persia Xenopoulou

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt
hiddentrue

Find out Learn how to approve cancel or reject pending Approve, Cancel or Reject Pending Approval Requests from the entity data entry Entity Data Entry page-

Status
colourRed
titleAvailable from CRM.COM R9.0.0

Status
colourRed
titleAvailable from CRM.COM R9.0.0

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

 

 

What are Approval Requests

Approval Requests are requests that are automatically triggered via effective Approval Definitions added on Workflow Rules. Approval requests are created in Pending through effective /wiki/spaces/WIP/pages/10008787 added on /wiki/spaces/WIP/pages/10008785. Approval Requests are created in a 'Pending' Life Cycle State and a set of users defined in the Authorised Users section of the Approval Definitionsthe /wiki/spaces/WIP/pages/10008787 are responsible and authorised to Reject, Cancel or Approve requeststhem.

Approval requests Requests can be created for the following entities:

  • Activities
  • Jobs
  • Service Requests
  • Subscription

Approved Requests will enable editing of the entity on the request, given that no other pending request approvals exist for the specific entityas long as the entity does not have any other 'Pending' Approval Requests.

Approval Requests can be managed from a dedicated screen found at under FOUNDATION > WORKFLOWS > SET UP AND MANAGE APPROVALS > MANAGE APPROVAL REQUESTS and processed following the steps as provided in the respective manuals. 

However you have the option to handle the Approval Requests can also be handled from the entity's data entry Data Entry page.

If for For example, if a Service Request has pending 'Pending' approvals that need to be processed, then you can process the request by accessing it can be processed by using the respective action on the Service Requests data entry page and using the respective actionData Entry page.

Validations & Restrictions

ActionValidationsAdditional Information
Approve
  • The Approval Request is in a 'Pending' Life Cycle State: Pending
  • The logged in user is in the Authorised Users section
  • The user has not processed another approval request Approval Request triggered from the same process. i.e. If 2 approval requests Approval Requests have been created for Creating a new Activity, then 2 different users will be required for processing the 2 requestsmust process each one
Approving Approval Requests, given that no other pending requests exist for the same entity, will make the entity editable as long as it has no other 'Pending' requests
Cancel
  • The Approval Request is in a 'Pending' Life Cycle State: Pending
  • The logged in user is in the Authorised Users section
  • The user has not processed another approval request Approval Request triggered from the same process. i.e. If 2 approval requests Approval Requests have been created for Creating a new Activity, then 2 different users will be required for processing the 2 requestsmust process each one
Cancelling Approval Requests, given that no other pending requests exist for the same entity, will make the entity editable as long as it has no other 'Pending' requests
Reject
  • The Approval Request is in a 'Pending' Life Cycle State: Pending
  • The logged in user is in the Authorised Users section
  • The user has not processed another approval request Approval Request triggered from the same process. i.e. If 2 approval requests Approval Requests have been created for Creating a new Activity, then 2 different users will be required for processing the 2 requestsmust process each one
Rejecting Approval Requests, given that no other pending requests exist for the same entity, will make the entity editable as long as it has no other 'Pending' requests

Managing Approval Requests from the Entity's page

  1. Navigate to the entity with the pending 'Pending' requests
  2. Search for Search for the entity you would like want to modify
  3. Click on the number/name of the entity to go to the its Data Entry page
  4. From the the Action Menu click on ONE OF THE FOLLOWING click on one of the actions below:
    1. PENDING (X) APPROVALS > APPROVE
    2. PENDING (X) APPROVALS > REJECT
    3. PENDING (X) APPROVALS > CANCEL
      MANAGE REQUESTS VIA ENTITY PAGEImage RemovedMANAGE REQUESTS VIA ENTITY PAGEImage Added
  5. According to the action selected check out refer to the respective manuals manual for a description for the rest of the next steps per action

Viewing Approval Requests on the Entity

If Approval Requests are available for an entity then these will be available in :

  • Status
    colourRed
    titleApplicable up to CRM.COM R9.0.0
     in the Data Entry
Screen
  • screen of the
Entity.
  • entity. 
  • Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
     in the View History tab of the entity

 

There are 4 subsections:

  • Pending Requests
  • Approved Requests
  • Rejected Requests
  • Cancelled Requests

APPROVAL REQUESTS IN ENTITY DATA ENTRY PAGEImage Removed

 

 APPROVAL REQUESTS IN ENTITY DATA ENTRY PAGEImage Added

Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsworkflows-basics-r7,workflows-advanced-r7,workflows-admin-r7

Panel
namegrey

Helpful Links

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsglobal