This article provides guidance on adding, removing, and modifying approvers on an in-progress submission. Use these steps if an incorrect user is assigned, a person is not required for approval, or an additional approval step is required after a record has already been submitted.
Prerequisites
Before you begin, ensure you meet the following requirements:
Permissions: You must be an Administrator or the Submitter.
System Configuration: The Custom approvals enabled setting must be turned on (Navigate to Approvals > Manage module > General).
Submission Status: The status must currently be In-progress; finalised approvals cannot be modified.
Steps
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Access submission settings Navigate to the Submission record and click Show / hide settings at the bottom of the record.
Result: The options for the approval record are displayed.
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Enable editing approvals Press the Toggle editing approvals button.
Result: The approval workflow is enabled for modification.
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Modify the approval workflow Perform one of the following actions based on your needs:
Add an approver: Press Insert approval after below an existing approver and specify the new details.
Remove an approver: Press Delete approver below an existing approver.
Modify a pending approval: Select the Approver dropdown on a pending step and select a new user.
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Save changes Press the Save changes button under Show / hide settings.
Result: You will receive a confirmation that the changes have been saved.
Limits & Notes
Notifications: If a current approver is removed, the next user is assigned but not automatically notified.
Manual Alerts: To notify a new user, you must press the Resend approval request button.
Configuration: The ability to assign external approvers depends on your specific system configuration.
Troubleshooting
Cannot modify workflow: Ensure the submission is not already finalised; only "In-progress" records can be edited.
Missing edit button: Check that Custom approvals enabled is toggled on in the Manage module settings.