Approval Workflows for Mobile Users
This topic describes how you can add notes for approvers when submitting a record for approval. It also describes how you can find records that need changes and check the notes from the approver who requested the changes.
Note:To use Approval Workflows on the Mobile App, your app version must be 19.0 or later.
Available on the Enterprise tier only:
Contents
Video demo
Add notes for an approver
When you submit a record, the Notes for approver screen opens. Optionally, add a note for the approver up to 256 characters. This note is not included in output Documents but is saved in the record history.
Find records that need changes
When an approver requests changes on a record before approving it, they assign the record to a field user. The field user must make the changes before resubmitting the record.
To find records that need changes, open your Inbox. Records that need changes are marked with Changes Requested.
Check notes from an approver
Approvers can include notes when they request changes. To open an approver’s notes:
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From the Inbox, open the record Details. The way that you access Details depends on your device.
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Android and iOS: Swipe right.
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MacOS: Swipe right with two fingers or right-click.
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Windows: Hover over or right-click the record.
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Select Details. The approver's notes are displayed in the record's ACTION HISTORY.
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After you complete the work, recheck the approver’s notes to make sure you’ve addressed their feedback before you submit the record. The way you open the Details page inside a form depends on your device:
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iOS and MacOS: Go to the index page, select the ellipsis (…) at the lower left, and then select Details.
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Android: Select the action menu at the upper right, and then select Details.
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Windows: Select the ellipsis (…) at the upper right, and then select Details.
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