Approvals & Workflow
Review work awaiting approval
Open the underlying record before taking a decision.
Before you begin
Open the source record and inspect the supporting information. Actions vary by workflow and your reviewer permissions.
Review work awaiting approval
Open Approvals or the module’s approval queue.
Select the item and inspect its source record and supporting information.
Take the approve, query, reject, or other action offered by that workflow.
Check the resulting status and any follow-up required from the submitter.
Key concepts & fields
| Concept | What to know |
|---|---|
| Queue | Work waiting for review in Approvals or a module-specific approval area. |
| Source record | The underlying request, transaction, or other record being reviewed. |
| Decision | Use the approve, query, reject, or other action actually offered by the workflow. |
| Resulting status | Check the updated state and any follow-up required; one decision may not finish the entire process. |
Troubleshooting
A decision button is missing
Confirm that the item is awaiting your review and that your role permits the action.
The submitter says it is still pending
Inspect the updated status and remaining review steps before repeating a decision.