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Sage Construction Management Ideas Portal
Status Future consideration
Created by David Holler
Created on Jan 20, 2024

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when approving in response to an email from the WorkFlow Approval Process.

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  • David Holler
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    Jan 20, 2024

    When a record or transaction is rejected, having access to reasons why would lighten the amount of correspondence needed to bring this record or transaction back to Approval Status as others are involved in that process.