After Max displays the search results of your approval, you can invoke workflows to perform the following actions: 

Workflow TypeDescription of the WorkflowConversational InputMax 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 commentsAdd 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 meSend 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".

RejectThis 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: 

  • Red: Rejected
  • Green: Approved
  • White: On Hold 
  • Blue: Assigned