Required Resource Fields Approval

Use Required Resource Fields Approval under Settings to configure the approval flow for required resource fields that need approval when added or updated. You can add, delete, and enable the active status of approver roles. You can also identify specific employees for certain roles and update the approval flow for your company and for all the companies in your WorkBook system.

To use the Required Resource Fields Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

The submodule consists of the following tabs:

  • Roles: You can add, delete, and enable the active status of approver roles on this tab. You can also identify specific employees for certain roles and update the approval flow for your company and for all the companies in your WorkBook system.
  • Fields: You can add, delete, and enable required resource fields for specific resource types on this tab.