After Max displays the search results of your approval, you can invoke workflows to perform the following actions:
Workflow Type
Description of the Workflow
Conversational Input
Max Response
View more details
Drill down into a specific approval
Show me more details
Click View more details.
Max displays additional fields for all approvals.
Add comments
Add comment to a specific approval
Add comments
After you select an approval, Max asks for your comment.
Max: What would you like the comment to say?
You: Need approval in five days
Max: Comment saved successfully.
Send it to me
Send the approval details to your email address
Send it to John Snow <john@snow.com>
Send it to me
Send to me
Send to john@snow.com
Send it
Click Send it to Me.
After confirming your email address, Max emails the approval details there.
Approve
This button is only visible if approvals are assigned to you.
Click Approve.
Max updates the Approval Required status to "Approved".
You can also add comments to your approval:
You: Click Update Comments.
Max: What would you like the comment to say?
You: Approved
Max: Comment saved successfully.
Max saves the approval with your comments and changes the Approval Required status to "Approved".
Reject
This action button is only visible if there are approvals assigned to you.
Click Reject.
Max updates the Approval Required status to "Rejected".
You can also add comments to your approval:
You: Click Update Comments.
Max: What would you like the comment to say?
You: Rejected due to inconsistent data.
Max: Comment saved successfully.
Max saves the approval with your comments and changes the Approval Required status to "Rejected".
Reassign
Click Reassign.
Max displays the child line items that you can reassign to another user. Select the child line item and the user to reassign the request. You can only reassign approval records to existing users.
View approval chain
Click View Approval Chain
Max displays the full approval workflow for a given quote or agreement. In addition, you can start from a given approval request and see where it stands in the context of the complete approval chain.
The display card color-codes approvals as follows: