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Learn how to Approve, Cancel or Reject Pending Approval Requests from the Entity Data Entry page-

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titleAvailable from CRM.COM R9.0.0

StatuscolourRedtitleAvailable from CRM.COM R9.0.0

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Table of Contents

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What are Approval Requests

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

Approval Requests can be created for the following entities:

  • Activities
  • Jobs
  • Service Requests
  • Subscription

Approved Requests enable editing of the entity on the requestRequest, as long as the entity does not have any other 'Pending' Approval Requests.

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

Approval Requests can also be handled REQUESTS or handled from the entity's Data Entry page.For  For example, if a Service Request has with 'Pending' approvals that need to can be processed , it can be processed  by using the respective action  on on the Service Requests Data Entry page.

Validations & Restrictions

ActionValidationsAdditional Information
Approve
  • The Approval Request is in a 'Pending' Life Cycle State.
  • The logged in user is in the Authorised Users section.
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 two Approval Requests have been created for Creating a new Activity, then 2 different two separate users must process each one.
Approving Approval Requests, will Requests will make the entity editable as long as it has no other 'Pending' requestsRequests.
Cancel
  • The Approval Request is in a 'Pending' Life Cycle State.
  • The logged in user is in the Authorised Users section.
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 two Approval Requests have been created for Creating a new Activity, then 2 different two separate users must process each one.
Cancelling Approval Requests, will Requests will make the entity editable as long as it has no other 'Pending' requestsRequests.
Reject
  • The Approval Request is in a 'Pending' Life Cycle State.
  • The logged in user is in the Authorised Users section.
  • The user has not processed another Approval Request triggered from the same process. i.e. If 2 two Approval Requests have been created for Creating a new Activity, then 2 different two separate users must process each one.
Rejecting Approval Requests, will Requests will make the entity editable as long as it has no other 'Pending' requestsRequests.

Managing Approval Requests from the Entity's page

  1. Navigate to the entity with the 'Pending' requestsRequests
  2. Search for the entity you want to modify
  3. Click on the numberNumber/name Name of the entity to go to its Data Entry page
  4. From the Action Actions Menu 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 PAGE
  5. According to the action selected refer to the respective manual for a description of the next steps.

Viewing Approval Requests on the Entity

If Available Approval Requests are available for an entity then these will can be availablefound:

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

 

There are 4 four subsections:

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

APPROVAL REQUESTS IN ENTITY DATA ENTRY PAGE

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