For each approval step, define which options an approver has when doing an approval task.
You can enable these approval result options on the approval task dialog:

  • Approve: Adds an approve button to each field and a general Approve button. Result: The approver can approve by field or approve all fields at once.
  • Change request: Adds an Approve and a Change request button to each field and a general Change request button. Result: The approver can approve or request a value change by field. For each change request, the approver can enter a comment to explain the requested change. If a field value change is requested, the Change request button becomes available. If the approver clicks the Change request button, the workflow task (step) where the field was initially filled in is reactivated with the related assignment.
  • Delegate: Adds a Delegate button. Result: The approver can assign the approval task to another user.
  • Reject: Adds a general Reject button. Result: The approver can reject all fields at once. As a result, the data entry workflow is canceled.

Note:

By default, all approval result options are enabled. You can consider to disable some of these options.

You are advised to always enable:

  • The Approve option.
  • One of these options: Reject or Change request.


Standard procedure

1. Go to Data entry workflow > Design > Data entry workflow templates.
2. In the list, click the link of the desired data entry workflow template.
3. Click Edit.
4. In the Workflow diagram section, select the desired step.
 

Note:

  • Make sure the Steps section is in edit mode.
  • You can also select the desired step in the Steps section, in the tree.

5. In the Steps section, click the Outcomes tab.
6. You can consider to disable the Change request option.
If you do so, you are advised to keep the Reject option enabled.
  Select No in the Change request field.
7. You can consider to disable the Delegate option.
  Select No in the Delegate field.
8. You can consider to disable the Reject option.
If you do so, you are advised to keep the Change request option enabled.
  Select No in the Reject field.
Related to Notes

Edit step setup

 

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