A few records are locked for editing and waiting for approval, the Approval Tab says “No pending approvals”. How is that?
The Approval Tab only shows records waiting for your approval. If a few records are shown as locked for editing, it might be that they are waiting for the approval of other users in your organization. The records details page has information about whose approval the records are waiting for.
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Approving or Rejecting from the Approval Tab
Records that are lined for approval can be viewed in the Approval tab. From this tab, you can approve or reject the records that are waiting for your approval. If needed, you can also delegate the record's approval to another user. Only after the ...
Adding an Approval Process
Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
FAQs on Approval process
1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
I have modified the rule criteria for a process. In this case, what happens to the records pending approval according to the previous rule?
If you have modified the rule criteria for a process, the records that match the rule before modification will still be submitted and waiting for approval. Approvers selected in this process will be able to approve them. Records created after ...