Requesting Approvals

Introduced in 2.2

Using the Mobile App, you can trigger approval process for various objects. To request an Approval for a Change Request, open the object record and click the Actions button from the navigation bar. Tap Request Approval, choose individuals who will be involved in the approval process and specify the voting method. Each approver receives the request and the object receives the “Pending Approval” status. If needed, you can create several approvals for the same object. Each approval that you create represents a single approval stage and may have different approvers or a different approval method.

NOTE: All the information on the approvals is shown on the Approvals tab of the object details window. The Mobile App enables you to manage the approval procedure of Change Requests, see Viewing Approvals of Change Requests.

 

Elements of the mobile UI:

Number UI Element Description
1 Back button Returns to the Object details.
2 Action record Invokes the action form.
3 Record properties Allows you to specify Action properties.
4 OK button Saves your changes.