Approving and rejecting a request

From the approval inbox you can approve a request so it moves to the next level (or completes), or reject it so it goes back to the requester. Both actions let you add notes.

1. Approvals — Open the Approvals group in the menu.
2. Inbox — Then choose Inbox.

Steps

1. Open Approvals → Inbox from the left menu.
2. Find the request you want to act on. To review the full details first, click the view (eye) button in the Actions column.
3. To approve it, click the green check button in the Actions column.
   • In the Approve Request dialog, optionally type your Remarks.
   • Click Approve.
4. To reject it, click the red cross button in the Actions column.
   • In the Reject Request dialog, type a Notes value — this is required; you must give a reason.
   • Click Reject.

What you'll see

• When you approve a step in a multi-level flow, a message confirms the approval and tells you which step comes next.
• When you reject a request, it leaves your inbox and the requester is informed of the outcome.
• Either way, the list refreshes and the row disappears once it's no longer yours to act on.

Troubleshooting

• The reject button does nothing. A reason is mandatory — enter text in the Notes field, then click Reject.
• You see an error that the request is already finalised. Someone else, or another level, has already completed it. The list refreshes and the stale row clears.