Approval Center
The Approval Center is a streamlined dashboard designed to manage and monitor approval requests for various objects, such as agreements or proposals, and for custom objects. With the Approval Center, you can easily track, approve, reject, or reassign multiple requests from one centralized location. It offers a clear overview of all approval statuses and simplifies tasks like approving, rejecting, or reassigning requests. The Approval Center also includes a Requests tab, which shows approval requests for all objects in a single, consolidated view.
Define the objects for which you want to display approval requests in the Approval Center.
Add the ApprovalRequests object to the Approval System Properties to enable the Requests tab in the Approval Center.
For more information about defining which tabs to display, see the Approval Center option in the Approval System Properties.
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.
To manage approvals across all objects in one place, use the Requests tab. This tab shows all approval requests across the system in one grid view.
Clicking a request opens its detailed view in the My Approvals page, where you can take additional actions.
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.
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, seeManaging 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.
