Approvals
Pauline Chin avatar
Written by Pauline Chin
Updated over a week ago

This article applies to:

  • User roles: Admins, Managers, Requestors, or Approvers

  • All Products

What are Approvals?

The Approvals page shows you all the steps in your active Requests that are currently waiting on approval.

The Approvals page allows you to:

  • View all outstanding approvals across all requests

  • Manage your personal queue of outstanding approvals

  • Set up and manage a team queue

Where do I find Approvals?

You can find the Approvals in the Procurement section of the left-hand menu.

How do Approvals work?

On the main Approvals page, you'll see three standard (ie. Vendr-managed) views of approvals:

  • My active approvals

  • My upcoming approvals

  • All active approvals

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You can configure those views in a few ways:

  1. Filter which rows appear based on different properties

  2. Create and save new views

  3. Export the table to a .csv file

Create New Views

You can create new views using the "+" button in the top right of the table - either by duplicating an existing view and modifying the duplicate, or by starting from scratch.

Created views can either be Public or Private.

  • Public views are stored in Vendr and are accessible by everyone at your organization with the appropriate permissions.

  • Private views are stored in the browser data on your computer.

Private Views are Stored Locally

Clearing your cache, resetting your browser, or using a different browser will erase your private views.

Public views are unaffected by any of the above circumstances.

Configure Column Headers on Views

You can edit which columns appear in any view by using the (Adjust columns) button in the top right of the table.

Click that button and it will open a window where you can:

  • Turn on/off columns

  • Reorder the columns

Click Apply to save changes for that view.

You must edit columns for each view separately.

View Request Details

When you click into an approval in the table, you'll be brought to the request details page so you can perform the approval.

On this page, the workflow diagram viewer at the top of the page will be centered on the Approval step you clicked from and the Approval step will also be highlighted in the top-right corner of the page.

Click "Approve" to approve the step to move the workflow forward. The next step will be ready for approval.

If the user clicks "Decline", the step and workflow status will change to "Declined". At this point the workflow will end and cannot be restarted. The user will warned that this cannot be undone before they click "Decline".

To learn more, see the full View Request Details section of the Requests help article.

Slack Notifications for Declined Approvals

If you are integrated with Slack and an approval is declined, a notification will be sent to the configured Slack channel. There is no email version of this notification.

See these help articles more information about:

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