Help CenterAutomationsEveryday
Approve or reject requests on the Approvals page
The approvals page gathers automation requests: what’s waiting for you, what’s waiting for others, and what’s been decided. From there, you approve or reject with a reason.
Before you start · for everyoneBeing an approver in an approval step, or the permission to view workflows
Before you start · for everyone
Being an approver in an approval step, or the permission to view workflows
- You need: Being an approver in an approval step, or the permission to view workflows
Steps
1
Open the notification, or open Settings → WorkFlow Builder and press Review under Needs you.
2
Choose Waiting for me.
3
Read the request, the record’s name, and who asked.
4
Press Approve, or press Reject…, write an optional reason, then Reject.
How it works
Tab
Shows
Waiting for me
Pending requests that haven’t expired, where you’re an approver
All waiting
Every pending request on the records whose runs you can see
Decided
Approved, rejected and expired requests, with who decided them and why
The Needs you section of the workflows list shows how many approvals are waiting for your OK.
If something goes wrong
What you see
Why
What to do
I don’t see the request
You’re not an approver, or its time ran out.
Ask the owner to add you as an approver.
“Couldn’t continue the run”
A cut-off happened while continuing.
The run ends as failed; run it again from Follow the run log, and retry or resume from the failed step.
Good to know
The rejection reason can be up to 1,000 characters.
Did this guide solve it?
If not, we’ll ask what was missing.