Agent Type 146 - Notification: Resource Required Approval

Use Agent Type 146 - Notification: Resource Required Approval to send a reminder to the Inbox of approvers when new resources need their approvals.

Columns

The notification has a line for each resource that needs review and approval and contains a grid that includes the following columns:

Field Description
Approve Selection Use this field to approve the line or resource.
Rejection Selection Use this field to reject the line or resource.
Resource Displays the name and initials of the resource that needs approval.
Missing Fields Displays any fields that are missing information from the resource that needs approval.
Approvers Displays the list of approvers for the resource.
Rejection Comment Displays the comments or reasons of an approver for rejecting the resource.
Rejection Resource Displays the approver who rejected the resource.
Rejection Date Displays the date on which the resource was rejected.

Parameters

There are no parameters for this agent. You set the schedule for it to run and, if needed, specify a different approver for each type of resource that is created, such as Company, employee, and client, in Settings > Company Approvals > Required Resource Fields Approval.