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 action button.
Max displays additional fields for all approvals. 
Add CommentsAdd comment to a specific approval
  • Add comments

After you select an approval, Max asks you for your comment. 

Max: What would you like the comment to say? 

You: Need approval in 5 days

Max: Comment saved successfully. 

Send it to meYou want to 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 action button
Max emails the approval details to your email address after confirming your email address.
Approve

This action button is only visible if there are approvals 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 childline 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 is color-coded as follows: 

  • Red: Rejected Approval
  • Green: Approved Approval
  • White: On-hold Approval 
  • Blue: Assigned Approval