Managing custom approvals
You can check the results of a closed approval or view the status of any approval that is in progress from the Custom approvals page. You can also make changes such as closing or deleting the approval. This topic explains how to manage custom approvals after creating them.
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From the Current Books hub, select Custom approvals pending on a book's row to navigate to the Custom approvals page.
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Alternatively, from the Book editor, you can select Approvals, and then select Custom approval from the menu that appears.
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Select the approval title to view more details about the custom approval. You'll be taken to the Overview page.
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Select the Results tab to view the outcome once the approval has closed.
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Select the Result details tab to see the current status of the approval, including the number of participants who responded, their names, the time they submitted their response, and their decision.
Note
If the approval administrator customized the visibility settings when they created the approval, you may not be able to see the participants' names or decisions. For more information, see Creating a custom approval.
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To return to the Custom approvals page, select Back to all approvals or Close.
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Select the More options icon
on the far right of an approval's row to make changes. The following list of options appears:-
Go to document: Navigate to the approval document in the book
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Details: View approval details, such as the measure, approval type, participants, etc.
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Rename: Change the approval title.
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Notify approvers: Send a notification to participants. You can send an initial notification after creating a custom approval to inform all participants that it is available. You can also send a reminder notification to participants who have not submitted their response.
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Extend close date: If the approval has a close date, you can extend the deadline to approve.
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Close: Close the approval after at least one participant has responded.
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Delete: Delete the approval.
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