Contents of the Approvals Review Form

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

Contents

Filter

Use the filter options to select the criteria for 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 the 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 be displayed on the grid.
Show Only Past Due Approvals	Select this check box to display approval records that are past due on the grid.
Show Only Past Due Assignments	Select this check box to display assignment records that are past due on the grid. This check box is only enabled if the Approvals and Assignments option is selected.
Include Past Assignments	Select this check box to display past assignments on the grid. This check box is only enabled 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. When the Print Preview form displays, 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 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 this 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, on which you choose the columns to display in the Approvals Review grid of this form. The Available pane of the Select Columns dialog box lists the columns that do not currently display in the Approvals Review grid of this form. The Selected pane of the Select Columns dialog box lists the columns that are currently selected to display in the Approvals Review grid of this form. Use the Add-> and <-Remove options on the dialog box to move columns from one pane to the other and thus specify the columns to display in the Approvals Review grid of this form. Use the up and down arrows on the dialog box to set the column sequence.

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 that the record is associated with.
Approval Record	This column displays the approval record number. Click the record number to display the record details on a new window that you can use to perform approval tasks.
Approval Step	This column displays the step number of the record based on the workflow configuration.
State	This column displays the state of the record, such as In Approval or In Review, based on the approvals workflow.
Description	This column displays the description of the record.
Due Date	This column displays the date when the record is due based on the approval workflow.
Closed	This column displays a selected check box if the record is already closed. If the check box is not selected, then the record is still open.
Closed Date	This column displays the date when 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 when 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 when 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 when the record was submitted for approval.
Suspended	This column displays a selected check box if the record was suspended from the approval process. If the check box is not selected, then the record is not suspended.