Reopen Records in the Approval Center

An approver with appropriate access rights can reopen the approval process for a record in the Approval Center.

The approval workflow configuration for the record type must allow records to be reopened. Appropriate access rights based on the approval workflow configuration are applied for this process.

To reopen a record:

  1. In the Navigation pane, select My Stuff > Approval Center.
  2. In the search field at the top of the Approval Center form, select a record type.
  3. To see only those records that require approval (or rejection), set My Action Required to Approve.
    If you instead set this option to None, all records that do not require action are displayed, including those that have completed the approval process.
  4. Review and reopen records:
    To reopenDescription
    A single record Under the Approval Action column, select Reopen in the Action Required field beside each approval record. You may also select the check box of the approval record and click Reopen on the grid toolbar.
    Multiple records Select the check boxes of the approval records and click Reopen on the grid toolbar.
    All records Set Approval Options on the grid toolbar to Reopen All.

    This action reopens all the records for the selected approval type that match the current filter selections.

    If you reopen multiple records and an error message displays, then reopening records is not configured for the current step for at least one of the requests. Identify the affected request and exclude it when you reopen the other requests.