Contents of the Approvals Review Form

Use filtering options to narrow the scope of records displayed on the form.

Filter

Use the filter options to select the records that display on the Approvals Review grid.

Field Description
Approvals Only Select this option to display only approvals on the grid.
Approvals and Assignments Select this option to display approvals and assignments on the grid. Selecting this option enables the Show Only Past Due Assignments and Include Past Assignments check boxes.
Application Use this lookup to select an application that uses an approval workflow. The grid displays records that are associated with the selected application.
Assigned To Use this lookup to select an employee to whom the approvals and/or assignments are assigned. The grid displays records that are associated with the selected employee.
State Use this lookup to select the state of the approval and/or assignment records that you want to display.
Show Only Past Due Approvals Select this check box to display approval records that are past due.
Show Only Past Due Assignments Select this check box to display assignment records that are past due. This check box is enabled only if the Approvals and Assignments option is selected.
Include Past Assignments Select this check box to display past assignments. This check box is enabled only if the Approvals and Assignments option is selected.
Refresh List Click this option to refresh the records on the grid. The grid displays records based on the filter settings that you selected.

Approvals Review Grid Toolbar

Field Description
Approvals Review Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Select Columns

Click this option on the grid toolbar to open the Select Columns dialog box, which lets you select and arrange the columns that display in the Approvals Review grid.

  • The Available pane lists the columns that are not yet chosen to display.
  • The Selected pane lists the columns that are currently selected to display.

To add a column, select it in the Available pane and click Add->. To remove a column, select it in the Selected pane and click <- Remove. To change the order in which columns display, select a column and use the up and down arrows on the Selected pane to move it.

Approvals Review Grid Columns

The Approvals Review grid can display any of the columns listed below.

Field Description
Application This column displays the approvals workflow application with which the record is associated.
Approval Record This column displays the employee name and associated date. Click this field to open the record in its source application where you can perform approval tasks. For example, clicking a timesheet approval record opens the associated timesheet.
Approval Step This column displays the step number of the record, based on the approval workflow settings.
State This column displays the state of the record, such as In Approval or In Review.
Description This column displays a description of the record.
Due Date This column displays the date on which the approval is due.
Closed This column displays a check mark if the record is already closed.
Closed Date This column displays the date on which the record was closed.
Comments If a record is closed, this column displays related comments such as the reason why the record was closed.
Create Date This column displays the date on which the record was created.
Create User This column displays the name of the employee who created the record.
Modification Date This column displays the date on which the record was modified.
Modification User This column displays the name of the employee who modified the record.
Start Date This column displays the date on which the record was submitted for approval.
Suspended This column displays a check mark if the record was suspended from the approval process.