At the Approve stage of the workflow, you can configure the following settings:
General
- Edit the step name
- Toggle off Enable soft reject which allows the approver to reject the request with a comment for the requester to re-submit
- Toggle off Enable request updates which allows the approve to edit request information
- Toggle on Enable supplier selection updates which allows the approver to edit the selected suppliers
Assignment
- Automatically assign the user who created the request to this step by toggling on Auto-assign to requester
- Select Direct assignment to directly select users in your organization that will be assigned to take action on the step
- Select Conditional assignment to create conditional rules under which specific users or teams will be assigned to take action on the step
Notifications
Configure which notifications will be sent for the step by toggling on or off the relevant notification:
- Toggle on At step to notify watchers that a request has reached the step
- Toggle off Take action which notifies actors that they must make an approval decision
- Toggle on Request approved to notify watchers that the request has been approved
- Toggle on Request rejected to notify watchers that the request has been rejected
- Toggle on Request sent back to draft to notify watchers that the request has been sent back to draft