Approval and Review process templates list

Use the Approval and Review process templates page to review the list of the existing templates.

To access this page, select Design > Approval Process > Approval and Review process templates on the navigation bar.

You can use this page to:

  • Review Approval and Review process template list. See, Approval and Review process template list review.
  • Create a new approval process template.
  • Delete customized approval process templates.
    Note: This option is enabled only when you select at least one approval process template to delete.
  • Modify an approval process template, using the arrow option corresponding to the Template Name column.
  • Enable customized approval process templates.
    Note: This option is enabled only when you select at least one approval process template to enable.
  • Disable customized approval process templates.
    Note: This option is enabled only when you select at least one approval process template to disable.
  • Review specific data, using the Filter option.
  • Select the columns to be displayed, using the More (…) > Displayed Columns option.
  • Switch to the default view, using the More (…) > Reset Columns option.