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Topics#Data ManagementPergunta de Elizabeth Conley
Elizabeth Conley (iBASEt, Inc) perguntou em #Data Management
23 de fev. de 2012, 20:37

Nothing appears in Items to approve

We have set up a workflow with approvals and although the e-mail notifications are functioning, nothing appears in the "items to approve" area for any of the respective approvers. Can you tell me what we need to do in order for items pending approval will show up in the "items to approve " space for the respective approvers?

 

Thank you !!

 

Elizabeth Conley
1 resposta
  1. David Carnes (OpFocus, Inc.)
    23 de fev. de 2012, 20:53
    Hi Elizabeth,

     

    If you look at one of the records that was submitted for approval, you can see the current status and entire history of the approval.  It is the best place to start when troubleshooting.  

     

    Best bet is to take one record, submit it for approval, and test to see that the approval flow is working the way you expect it to.  Make a change, and submit the same record again.

     

    A few thoughts:

     

    - Has this approval mechanism ever worked in your testing? 

     

    - Did someone already approve the record?  Depending on how you structured the Workflow Approval, only one person may be required to approve.  If so, and that person approved it, the others won't see it in their items to approve any longer.

     

    - Are your emails somehow going to a person that is not the actual approver?

     

    Each of these thoughts point back to you testing on a single record to see how the flow is working.

     

    Good luck!

     

    David Carnes

     

    OpFocus, Inc.

     

    www.opfocus.com/blog
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