Configure Approvals

Note

Approvals are available only in SaaS environments.

Approvals allow users without permission to add, modify or delete records to submit change requests for approval. When approvers have been configured for a table, users with read-only access can request changes instead of applying them directly.

Submitted requests are sent to the configured approvers for review. For information about reviewing and processing requests, see Manage Change Requests.

Configure Approvers

Approvers are configured separately for each supported table.

To configure approvers:

1. Open Configuration ‣ General ‣ Approvals.

2. In the table list, select the table for which you want to enable approvals.

3. Click Approvers in the toolbar.

4. In the Edit Approvers dialog, click Include.

5. In the Select Security Groups dialog, select one or more security groups containing the users responsible for approving requests.

6. Click OK.

7. Click OK to save the approver configuration.

To remove a security group from the list of approvers, select the group in the Edit Approvers dialog and click Exclude.

Once approvers have been assigned, users without edit permissions can submit requests to add, modify or delete records in the selected table. Depending on the operation, standard action buttons are replaced with request actions such as Request or Request Delete.