Comments tab

The Comments tab on the Workflow Step detail view is displayed for steps with an action type of Approval.

The Comments tab provides:
  • A read-only view of approver and observer comments to date.
  • Options for approvers to Approve, or Disapprove with reviewer comments on an active approval step.
  • An option for observers to post comments on an active approval step.

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

Field Description/Action
Approve

Approve is available to Infor CRM SLX users included in a pending approval step qualified approver list.

It also provides the approver with the opportunity of posting approver comments as part of the approval process.

Disapprove

Disapprove is available to CRM users included in a pending approval step qualified approver list.

It also provides the approver with the opportunity of posting approver comments as part of the disapproval process.

Comments

Comment is available to Infor CRM SLX users included in a pending approval step qualified approver or observer list.

It also provides the approver or observer with the opportunity of posting comments to the pending approval step.

Comment log Summary log of approver and observer comments to date.
Notes:
  • Approval, or Disapproval submissions can 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 can approve or disapprove the step.
  • Infor CRM SLX users included in either the set of approvers or the set of observers can post comments against the approval step. Updated comments are overwritten prior comments by the approver or observer for the approval step.
  • The listing of valid approvers for a specific step instance can be customized via the Approvers tab by users with the Administrator role. See Approvers tab