Use the Bulk Approval screen to quickly approve or reject a large number of items simultaneously. This saves time when you have many pending items to review.
Prerequisites
You must have the Approver role or the necessary permissions to action the items on the Approvals Dashboard.
There must be pending items awaiting your approval or rejection on your Approvals Dashboard.
Steps
On the Approvals Dashboard, navigate to the screen for Bulk Approvals.
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Select the items you want to approve or reject by clicking the Y and N in the far left column next to each item.
Tip: You can use the filters to quickly narrow down the list of items.
Optional: Add a note to be included with the approval decision, under the comments section at the bottom.
To submit your decision, click the Approve or Reject button at the bottom of the screen.
Results / Validation
A notification will appear on the screen to confirm the decisions were submitted successfully.
The items you actioned will immediately disappear from your bulk approval list.
The approval event, including any comments you added, is recorded on the individual submission records, exactly as if you had processed them one by one.
To confirm your actions, you can view the items in the 'Actioned by me' report.
What's Next / Related
Learn how to Delegate your approval authority to another user.
Understand the system's Approval Hierarchy and Routing rules.
Limits & Notes
The bulk approval process applies the same event and comments to all selected items.
If you need to add unique comments or make different decisions on items, you should process them individually.