Accessing the Approval Center

You can access the Approval Center from App Launcher () > Shared Apps > Approval Center (). The interface includes a summary dashboard that categorizes approval requests for specific objects by their status (Pending, Approved, Rejected). You can expand an object record to view detailed information and all associated approval requests.

Key Features

• Centralized View of Approval Requests: View object-specific requests or see all requests across the system using the Requests tab, including the total number of approval requests, and their pending, approved, and rejected statuses.

• Easy Tracking of Approvals: Monitor real-time statuses in both object-specific and system-wide views.

• Review and Act on Approval Requests: Approve or reject single or multiple approval requests directly from the Approval Center. When taking action, you can add comments to provide context or reasons for your decision. Comments are required based on the following conditions:

  • Single request: Comments are required only if your administrator has configured them as mandatory for that request.

  • Multiple requests: Comments are required if at least one selected request has mandatory comments configured. This applies even if other selected requests do not require comments.

  If you do not provide a comment, the system records a default comment, such as "Approved from Dashboard" or "Rejected from Dashboard," in the Comments section of the individual request details, depending on the action performed.

• View and Download Attachments: The Has Attachments column displays an icon for any request that includes files added during submission, RFI, or comments. Select the icon to open or download the attachments.

  Note: The Has Attachments column appears only when the Show Attachments in Approval Center system property is enabled.

• Bulk Operations: Approve, reject, or reassign multiple requests at once. See My Approvals for more details.

  Note: Approval statuses update based on predefined Approval Policies, such as Unanimous, Majority, Percent, or Quorum, ensuring consistent, rule-based decision-making.

• Search and Filter Options: Use keyword search or the Advanced Search () icon to narrow down results by object, status, assignee, etc. For more details, see Filtering Records in the Grid View.

• Customizable Column View: Select which columns to display to fit your review needs. For more details, see Managing View Settings.

• Save Custom Views: In the Request tab, you can save your filter and layout preferences as reusable views. For more details, see Custom Views.

• Export Requests: Export data from the grid in CSV or Excel format for offline access or reporting. For more details, see Exporting Records from Grid View to CSV or Excel.