Use a predefined approval template to populate the approver and acknowledger fields automatically. Approval templates enhance the efficiency of the approval request submission.
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choose the Page Approval breadcrumb below the page title
A new window popup displays the The list of approval templates are displayed in a popup.
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You have two template options herein this example
select one of the approval templates to proceed with predefined approvers and acknowledgers
Select Skip if you do not want to use the existing approval template and instead define your own acknowledgers and approvers. Refer to the Setting up a request for approval documentation.
The selected template will populate the fields in the Select approvers and Select acknowledgers step.
choose Next until you reach the Set due date and priority step
set the Due Date and Priority for the approval
then, choose Send request to submit the approval request
The status changes from Request approval to In review.
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A notification will be is sent to the approvers informing them that an approval request is pending their approval. |
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