Notification tab
The Notification tab on the Workflow Step detail view is displayed for steps with an action type of Send Email or Approve.
- A read-only view of the email content.
- Options 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 access the Notification tab, you can click the Notification tab in the CRM Workflow Step Instance detail view. See Using the CRM Workflow Step detail view
| Field | Description/Action |
|---|---|
| Approve |
is available to Infor CRM SLX users included in a pending approval stes qualified approver list. It also provides the approver with the opportunity of posting approver comments as part of the approval process. |
| Disapprove |
is available to Infor CRM SLX users included in a pending approval step’s qualified approver list. It also provides the approver with the opportunity of posting approver comments as part of the disapproval process. |
| Comments |
is available to Infor CRM SLX users included in a pending approval step’s qualified approver or observer list. It 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. |
- Approval, or Disapproval submissions are 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 any prior comments by the approver or observer for the approval step.
- The listing of valid approvers for a specific step instance can be customized in the Approvers tab by users with the Administrator role. See Approvers tab