You can access Approvals directly from your Revenue Lifecycle Cloud instance, or you may respond to approval requests sent to you as email notifications.
Entering from the Revenue Lifecycle Cloud takes you to the My Approvals page.
To the left of the My Approvals window is an approval selection column, with a search/filter widget above. You can click in the frame to select All Approvals or narrow your view to just the approvals that are "Assigned to me." Each entry is followed by a number indicating the total count of approvals in that category.
You can achieve greater selectivity and granularity by:
Clicking the filter icon ():
Then clicking Select a field in the filter panel.
This raises possibility of selecting all or some subset of approvals based on their status in the process.
Note
The search results you filter are constrained not only by the filtration terms but also by the initial selection of "All Approvals" or "Assigned to me."
Searching and Sorting List Entries
For both approval flows and rules, you can search lists and sort your results.
To search lists
Access the search bar above the list:
Enter a search term and press Enter:
To sort search results and lists
You can sort both full lists and search results by column in ascending or descending order.
Adjacent to each column heading is a list order selector (). Hover over the list selector to see in which direction (ascending or descending) a sort will present results:
Select a column and click its list order selector to sort all results (complete list or search results) by the selected column values.
