Platform › Automation
Approvals
A workflow that needs a human waits here. Deciding it releases the run — or stops it.
Where to find it
- Module: Platform
- Group: Automation
- Section: Automation
- Screen: Approvals
Address in the console: /platform/approvals
List · 9 columns · 4 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Approval | Code | approval_no |
| Subject | Text | subject |
| Workflow | Text | workflow_name |
| Run | Code | run_no |
| Assigned to | Text | assigned_to_name |
| Due | Date and time | due_at |
| Status | Status | status |
| Decided by | Text | decided_by_name |
| Decided | Date and time | decided_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Subject required | Text | ||
| Detail | Long text | ||
| Assign to | Choice | Looked up from existing records | |
| Due | Date and time |
What you can do here
Approve primary
Asks for: Comment
Reject
The run this was holding up stops here.
Asks for: Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.