Can I edit the Approval Flow of a Request already submitted for Approval?
Yes, however, it is required that the user editing an approval flow has Admin permissions. To edit the approval flows of a Request in “Pending Approval” status:
A. To edit your own requests:
- Head over to the My Requests tab to view your previously submitted requests.
- You can use either List view or Kanban view by clicking on their icons on the top-right corner of the screen. Use filters and the search bar to narrow down your search:
- In Kanban view, locate the Request under the Under Construction or Pending Approval columns.
- In List view, according to your search terms and filters, matching results will show on top of the list.
- Click on the Request in question to open the Request Details view.
- On the Request Details view, click on the Edit Approval Flow ✏ icon next to Approvers.
B. To edit another user’s request:
- Go to the Reports tab.
- Head over to the Company Requests subtab.
- Use the search search terms and filters and matching results will show on top of the list.
- Click on the Request in question to open the Request Details view.
- On the Request Details view, click on the Edit Approval Flow ✏ icon next to Approvers.
