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Approval Codes Standard Buttons
The APPROVAL CODES standard buttons are available when you are editing or viewing an approval.
Only
one approver is needed to approve requests.
Request approval
Opens a new panel in the approval zone where an approval code can be selected and narration entered.
The
Request approval button is not
available if the site does not have Workflow Approvals and Alerts.
Save
Saves changes made in the Request approval panel.
Cancel
Cancels any changes made to the active panel and changes the zone back to the default grid view.
Approve
Active when a transaction is selected in the approvals grid.
Opens a new panel in the approval zone for an optional approval reason to be entered.
When approving as administrator, a warning is displayed advising approving
as administrator may result in the entire record being approved offering
the options of Yes to continue or No to cancel out of the
approval process.
Approve this request
Available when entering an approval reason.
Selecting approves the record and changes the approval zone back to the default grid view.
The approved record status is updated with the approver details, date and reason.
Reject
Active when a transaction is selected in the approvals grid.
Opens a new panel in the approval zone for an optional rejection reason to be entered.
Reject this request
Available when entering a rejection reason.
Selecting rejects the record and changes the approval zone back to the default grid view.
The rejected record status is updated and the rejection reason displayed.
Delete
Active when a transaction is selected in the approvals grid.
Deletes the selected record.
Done
Closes the approvals zone.