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Hello, friends!
I have a question of canceling a request for approval at a quote.
Hello friends My approval is limited. Three entries are created. The first entry is automatically approved by me when I send it. The second person approves and I decide to cancel the request, what should happen? My offer is open, but in the approval entries the third entry is open, not canceled. As I try to send a new request, I do not have the send button active because I have an open entry in the approvals. Is this normal or I need to create a workflow to cancel.
Thanks!
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Hello,
No, it's not a normal.
In your workflow you have to run response "Cancel the approval request for the record and create a notification." for the event "An approval request for ... document is canceled.".
Check settings in the workflow templates, you can find examples there.
Go to "Approval Entries" and "Reject" the approval.
André Arnaud de Cal... 291,359 Super User 2024 Season 2
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