Table of Contents

What are Approval Requests

Approval Requests are requests that are triggered through effective Approval 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 Approval 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 Request, 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 or handled from the entity's Data Entry page. For example, a Service Request with 'Pending' approvals can be processed by using the respective action on the Service Requests Data Entry page.

Validations & Restrictions

Action	Validations	Additional 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 two Approval Requests have been created for Creating a new Activity, then two separate users must process each one.	Approving Approval Requests 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. 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 two Approval Requests have been created for Creating a new Activity, then two separate users must process each one.	Cancelling Approval Requests 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. 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 two Approval Requests have been created for Creating a new Activity, then two separate users must process each one.	Rejecting Approval Requests will make the entity editable as long as it has no other 'Pending' Requests.

Managing Approval Requests from the Entity's page

Navigate to the entity with the 'Pending' Requests
Search for the entity to modify
Click on the Number/Name of the entity to go to its Data Entry page
From the Actions Menu click on one of the actions below:
1. PENDING (X) APPROVALS > APPROVE
2. PENDING (X) APPROVALS > REJECT
3. PENDING (X) APPROVALS > CANCEL
According to the action selected refer to the respective manual for a description of the next steps.

Viewing Approval Requests on the Entity

Available Approval Requests for an entity can be found:

APPLICABLE UP TO CRM.COM R9.0.0 In the Data Entry screen of the entity.
AVAILABLE FROM CRM.COM R10.0.0 In the View History tab of the entity.

There are four subsections:

Pending Requests
Approved Requests
Rejected Requests
Cancelled Requests

Related Areas

Page:

Working with Status Transitions
Page:

Managing Activities Approval Requests
Page:

Managing Jobs Approval Requests
Page:

Managing Approval Requests from the Entity Page
Page:

Managing Subscriptions Approval Requests
Page:

Configuring Approval Definitions
Page:

Configuring Workflow Rules
Page:

Configuring Webhook Definitions
Page:

Understanding Workflows
Page:

Using Alert Tags
Page:

Configuring Alert Definitions

Helpful Links

Page:

CRM.COM Quickstart Manual
Page:

Working with Summary Pages - R18
Page:

Working with Summary Pages
Page:

Working with Summary Pages - R15
Page:

Extracting a Printout from a Data Entry page

Browser not supported