Handling Changes Before Approval
Last updated
Last updated
In this section, you can specify your preferences for saving changes to the databases, when an approval workflow is in place. There are two options available.
In this method, the changes are saved to the database only after approval. This is the default mode.
After making changes, click Submit for Review.
This opens the pop-up below, where you can add the description, due date for approval and priority of the change. Click Submit to send them to the approver.
In this option, the changes are saved and synced to the database with a 'Pending Approval' status flag.
The rows marked as pending are sent for review. Once approved, the status column will be updated to reflect the 'Approved' flag, and the data will also be updated accordingly.
Choose any existing column from the table to reflect the status flag field. We have used the column 'Status' in the example below, where the status is recorded.
Enter the required text to be displayed for each state, such as 'pending review', 'approved', and 'rejected'.
Click Save.
After making the changes to the table, click Submit for Review. This saves the data along with its status.
The saved changes are displayed with the label, 'Pending'. Approved and rejected changes are displayed with the labels, 'Approved' and 'Rejected' respectively.
