Mobile App User's Guide

Requesting approval

Using the Mobile App, you can trigger approval process for various items. To request an approval for a Change Request, open the 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 item receives the “Pending Approval” status. If needed, you can create several approvals for the same item. 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.