Requesting Approvals

Introduced in 8.3

To request an approval, follow the steps below:

  1. Open the object for which you created an approval (Change Request, KB Article, or Purchase Order).
  2. In the Action Bar on the right, click Request Approval. The Request Approval workflow dialog box opens.
  3. Choose how you want to add approvers:

    • Choosing a group - only members within this group have the authority to accept or reject requests. Click Next and choose an Approval Group from the drop-down list. Click Next.
    • Choosing individuals - only assigned individuals can make approval decisions. Click Next and choose individual approvers. Optionally, specify a type for each approver: Financial, Manager, or Technical. Click Next.
  4. In the Type field, choose a voting method: Any Approved orMajority Decision. Click Next.
  5. Specify the deadline and, optionally, provide other information (e.g. comments and attachments). Then click OK.

Result: On the Approvals tab of the object record dialog box, you can see the current status of each approval request (Pending, Approved, Rejected, Not Required, etc.). This helps you keep track of the overall approval process for the object. Each approver will receive an e-mail notification regarding the approval request status, and the object will receive the “Pending Approval” status.

NOTE: If the parent object is closed, the status values of all its approval requests will automatically be set to "inactive" and cannot be changed anymore.