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Quick Approval for Workflows How To's

How to's for the Quick Approval for Workflows guide.

What to do if Fast Approve is not enabled?​

Steps:

  1. Open the Workflow Management panel and go to Pending Tasks.
  2. Click on a workflow to check the Process Detail Panel.
  3. If the ellipsis (...) button does not appear, Fast Approve is not enabled for this process.
  4. Contact your workflow administrator or process developer to request Fast Approve activation for the workflow.

Rejecting a Task Using Fast Approve​

Steps:

  1. Open the Workflow Management panel and go to Pending Tasks.
  2. Click on a workflow to open the Process Detail Panel.
  3. Hover over the first column of a task row to reveal the ellipsis (...) button.
  4. Click the button to open the Fast Approve menu.
  5. Select "Reject" to decline the task without opening the form.
  6. The action will be logged in the workflow history.

Approving a Task Using Fast Approve​

Steps:

  1. Open the Workflow Management panel and go to Pending Tasks.
  2. Click on a workflow to open the Process Detail Panel.
  3. Hover over the first column of a task row to reveal the ellipsis (...) button.
  4. Click the button to open the Fast Approve menu.
  5. Select "Approve" to complete the task without opening the form.
  6. The action will be recorded in the system and the task will be marked as approved.

Viewing Fast Approve Actions in Workflow History​

Steps:

  1. Open the Workflow Management panel and navigate to Process Detail Panel.
  2. Locate the task for which a Fast Approve action was performed.
  3. Click on the task to open its history or audit trail.
  4. The history log will display details of all Fast Approve actions, including the user, action type, and timestamp.

Viewing Available Actions in Fast Approve​

Steps:

  1. Open the Workflow Management panel and navigate to Pending Tasks.
  2. Click on a workflow to open the Process Detail Panel.
  3. Hover over the first column of any row to display the ellipsis (...) button.
  4. Click the button to open the Fast Approve menu.
  5. The menu will display the available options based on user permissions (e.g., Approve, Reject, Sign).