Allow Approvers to Edit Specific Cells in a Custom Report During Approval

Overview

This feature allows approvers to edit only specific cells in a Custom Report that have been predefined in the approval flow.

Normally, a Custom Report submitted for approval cannot be edited by approvers. By enabling this feature, editing can be permitted for selected cells only.

For example, if editing is enabled for cells that require an approver’s stamp or signature, the approver can enter the required information at the time of approval.

 

How to Configure

Editing during approval can be configured from the Input Item Settings screen in the Custom Report settings.

In the Editing During Approval section at the bottom of the Input Item Settings view, turn Allow editing by approvers to ON.





 

Display on the Application Details Screen

On the application details screen, if the Custom Report submitted for approval contains cells that approvers can edit, a yellow alert message is displayed at the top of the screen.

 

Display on the Custom Report Editing Screen

On the Custom Report editing screen, only the cells that approvers are allowed to edit are highlighted in green.

 

Was this article helpful?
0 out of 0 found this helpful