Notification Tab

The Notification tab on the Workflow Step detail view is displayed for steps with an action type of Send Email or Approve.

The Notification tab provides:

A read-only view of the email content.
Buttons for approvers to Approve or Disapprove or add Comments on an active approval step.
An opportunity for observers to post comments on an active approval step.

To open the Notification tab, on the CRM Workflow Step instance detail view click the Notification tab. See Using the CRM Workflow Step Detail View


Field	Description/Action
Approve	The Approve button is available to Infor CRM SLX users included in a pending approval step’s qualified approver list. The Approve button also provides the approver with the opportunity of posting approver comments as part of the approval process.
Disapprove	The Disapprove button is available to Infor CRM SLX users included in a pending approval step’s qualified approver list. The Disapprove button also provides the approver with the opportunity of posting approver comments as part of the disapproval process.
Comments	The Comment button is available to Infor CRM SLX users included in a pending approval step’s qualified approver or observer list. The Comments button also provides the approver or observer with the opportunity of posting comments to the pending approval step.
Subject	The subject content for Notify or Approval steps’ automated email notification.
Notification	The notification content for Notify or Approval steps’ automated email notification.

Notes:

Approval, or Disapproval submissions may be updated by the original approver while the step is in a pending status.
Only Infor CRM SLX users included in the set of approvers may approve or disapprove the step.
Infor CRM SLX users included in either the set of approvers or the set of observers may post comments against the approval step. Updated comments will overwrite any prior comments by the approver or observer for the approval step.
The listing of valid approvers for a specific step instance may be customized via the Approvers tab by users with the Administrator role. See Approvers Tab