Tracking approval status and history
Monitor the progress of an approval request as it moves through the steps in an approval workflow.
Approval workflow interface
After a requester submits an approval request, users involved in the approval process can view and track the approval request steps for the entity in the CSM Configurable Workspace. For example, in a quote approval workflow, the requesters, approvers, and users with view access can navigate to the quote and access the approval workflow in the Approvals tab, even after the approval cycle is completed.
The approval workflow interface provides an audit trail of each approval step, including the rule, assigned approvers, actual approvers (for completed steps), approval comments, and assignment and completion timestamps.
| Feature | Description |
|---|---|
| Approval request state | State of the approval request. |
| Approvals tab | Related list for the entity, which displays the approval workflow. |
| Approval chain with approval steps | Grouping of approval steps that are run in sequential order, based on the order specified for the steps in the approval rules. |
| Approval step with auto-approval flag | If the request was previously recalled during the approval process, the Auto-approval flag indicates at least one or more required approvals made previously are automatically reapplied. |
| Recall approval request | Option that a requester uses to recall an approval request, which stops the approval process and returns the request to draft state. |