Approvers tab

The Approvers tab on the Workflow step is displayed for steps with an action type of Approval.

The Approvers tab provides:
  • A read-only view of the step approval status for each of the dependent Infor CRM SLX users in the step approval list.

To access the Approvers tab, you can click the Approvers tab in the Infor CRM SLX Workflow Step Instance detail view. See Using the CRM Workflow Step detail view

Field Description/Action
Date Date time stamp of the last comment, approval, or disapproval of the step by the specified Infor CRM SLX user.
Status Current approval status for the approval step for the specified Infor CRM SLX user.
Approver Infor CRM SLX username for the approver.
Comments Final comments to date for the approval step by the specified approver.

Adding approvers

Administrators can use the Approvers tab task bar Add icon, to add additional Infor CRM SLX users to the active CRM Workflow Step instance approval list.

Removing approvers

Administrators can move existing approvers to observers for the active approval step by selecting the required Infor CRM SLX user in the Approvers tab and then clicking the task bar Delete. The system asks the administrator to confirm the intention of moving the selected approver to the observer list for the active CRM Workflow Step instance.