Submitting an approval request ensures that the approver receives an email notification about the approval request or can view this request on the My Approvals page.

Access the My Approvals page from a web browser at {{endpoint}}/approvals/my-approvals/?recordId={{contractId}}&sObjectName=Apttus__APTS_Agreement__c 

You must manually enter values in the endpoint and record ID. For example, https://rls-qa.congacloud.io/approvals/my-approvals/?recordId=d5b05ca6-0c65-4b34-b555-76612f2b3faa&sObjectName=Apttus__APTS_Agreement__c

Actions for Approval Request

After you submit the approval request, the approver can either approve or reject the approval request. There are two methods of approving or rejecting an approval request.

  • If an approval request is submitted and you are the assignee for the process, you receive an email notification. You can reply to the email notification by using the Approve or Reject keywords. 

  • Access the My Approvals page and perform the following actions.

    Action

    Description

    Reassign

    Reassign the approval request to another user. 

    For more, see Reassigning a Request.

    Reject

    Reject the approval request. 

    For more, see Rejecting a Request.

    Approve

    Approve the approval request. 

    For more, see Approving a Request.

    Recall

    Cancel the approval request and an email notification is sent confirming the cancelation.

    For more, see Recalling a Request.


Reassigning a Request

You can reassign the approval request assigned to you to another user.

To reassign a request:

  1. Select the approval request and click Reassign.
  2. In the Reassign window,
    • Approver Type: Select the approver type from the drop-down list.
    • Approver Name *: Search and select the approver name

    • Add your comments.

      Fields marked with * are mandatory.

  3. Click Save.

The approval request assigned to you is now reassigned.

Rejecting a Request

You can reject the approval request assigned to you at once.

To reject a request:

  1. Select the approval request and click Reject.
  2. Add your comments in the Reject request window and click Reject.

The approval requests assigned to you are now rejected.

Approving a Request

You can approve the approval request assigned to you at once.

To approve a request:

  1. Select the approval request and click Approve.
  2. Add your comments in the Approve request window and click Approve.

The approval request assigned to you is now rejected.

Recalling a Request

You can recall the approval request assigned to you at once.

To recall a request:

  1. Select the approval request and click the More icon ().
  2. .Select Recall.
  3. Add your comments in the Recall window and click Recall.

The approval request assigned to you is now recalled.