Approval Stages tab

An approval stage is a stage in the request workflow. A request moves from one stage to the next only when it meets the approval conditions at the current stage. When you create an approval process template, you can define one or more stages.

The Completion of Request option setting in the Options panel of the Process Details tab determines how many approval stages are created.

  • If the Completion of Request option is set to Automatic, only one stage is created by default
  • If the Completion of Request option is set to Manual, two stages are created by default the Primary Approval stage and the Manual Request Execution stage. The Manual Request Execution stage is the last stage in an approval process and cannot be deleted or modified. Any additional stages that you include are added before this stage. The approvers list in the manual completion stage is empty by default and you need to add approvers at this stage.

On the Approval Stages tab you can:

Note: Adding, modifying or deleting an approval stage will not affect existing requests. However, all the requests created after the changes to the template are saved will use the new template.