# Review Changes - Approval process In this section, we will discuss the approval workflow process from both the author's and the approver's ends. The author is the user who has requested changes, and the approver is the user who approves them. Let us assume the author has made a few changes and has sent them for approval.

Now we will go to the **Approvals** tab where we can find the outline as well as detailed information on the change requests.

It has two sections: **Pending Requests** (requests you need to approve) and **My Requests** (requests raised by you).

{% hint style="info" %} In certain situations, a user may serve as both an approver and an author, depending on the set rules for specific sections or departments. In this case, the user can easily switch between tabs to view their pending approval requests as well as the requests they have submitted. {% endhint %} Let us start with the 'My Requests' tab. ## 1. 'My Requests' screen This tab displays an overview of the requests and changes you have made and sent to the approver.

This screen has the following sections: * **Pending Review:** This tab lists all your open requests that are yet to be reviewed and approved. * **Overdue:** This tab displays your open requests that have crossed their due date for approval. * **Action Required:** This tab displays any adjustments/suggestions made by the approver for the user to act on. * **Closed:** This tab displays requests that have been approved or closed. You can switch between these tabs. Once the requests are approved/closed, they will be moved to the 'Closed' section. **Search:** This window has a search box that helps you search for specific requests.

## 2. Detailed view of your request The 'My Request' screen provides an overview of all change requests submitted. To understand each change request in detail, you can click on **Details.**

It includes the request ID, description (if you have added one), approver information, the date and time it was raised, who raised it, whether it is a high priority, the due date for approval, and its status. * Click on **Edit Details** to change any of these details.

It also offers a number of options, including editing data, adding comments, viewing history, closing the request, and re-submitting it for review.

Options available in the 'My Requests' tab

### 2.1. Add or View Comments It has a 'View Comments' option that lets you view existing comments and also add new comments to the changes so that approvers can understand them better. This works similarly to the [commenting and collaboration](/explore-powertable/collaborative-commenting.md) feature. 1. Click on the cell to which you want to add the comment. The comment icon is enabled.

2. Click on it to add a comment and then post**.** The comments are updated automatically and approvers can view them when they open the requests.

3. You can also add assignees and start a comment thread. To add assignees, click on **Assign to user** and select the assignee, or you can directly use an @mention and add their names in the comments.

The task status is automatically set to 'Open' and an email notification is sent to them. The assignees can reply to the thread to start a conversation. 4. Click on **View Comments** to view all the added comments.

### 2.2. Edit 1. To edit the data in the submitted changes, click on the **Edit** option. The changes can be a new one or the undoing/modification of the existing ones.

2\. After editing, click **Save.** The saved changes are submitted automatically.

### 2.3. View History Click on **View** **History** to view the history of edits or user actions. ### 2.4. Close Request Use the **Close Request** option to pull back the submitted request and move it from the 'Open' to the 'Closed' section.

### 2.5. Re-Submit For Review If the approver has requested changes during their review, you can either make the suggested changes or choose to skip them while adding a comment. Once you have made the necessary changes or added your comment, click the **Re-submit for Review** button to resubmit your work.

## 3. 'Pending Requests' window This tab shows all the pending changes that require your review and approval. If you are an approver, you can view the requests submitted by other users in this section. Similar to the 'My requests' tab, this window has options to **search** for specific requests. ## 4. Detailed view of a pending request Click on the **Details** option for any request to access the detailed information. The approver can access this window to view detailed changes in a single request. They can view the changes, which are highlighted in blue, and deleted rows in red as below: 1. To approve a change, select it and click **Approve.** 2. To reject a change, select it and click **Reject.** 3. To request/suggest changes, click **Request Changes.** The steps are explained [here](#id-5.-request-changes-or-adjustments). 4. Click on **View Comments** to view added comments. 5. Select **History** to view the history of actions performed. ## 5. Request Changes or Adjustments The approver can suggest modifications by requesting changes. In response, the author can review these suggestions, make the necessary adjustments, and then resubmit the revised request for further consideration. 1. If you are an approver, you can request changes to the author by clicking **Request Changes.** 2. You can optionally add comments describing the suggestion. Comments help the author understand the modifications you need. Click **Submit.** 3. The author is notified through email. They can make the changes and [resubmit it for review](#id-2.5.-re-submit-for-review). Both the author and the approver are notified through emails about the suggested changes and the resubmission, facilitating quicker and easier collaboration through a simple conversation thread. ## 6. Removing Approval Workflow To disable the approvals, click on the **Manage Approvals** tab and toggle off the Enable Approvals button, and click **Proceed.**

{% hint style="info" %} When approval flow is disabled, all active requests are deleted, and any new changes to the table can be committed directly by clicking on **Save**. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.powertable.com/explore-powertable/approval-flow/review-changes-approval-process.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.