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Approval: Is number 2 an approval form that is received?

If yes, can the approver view the form anytime after he has approved/declined?

Can a dashboard drill down to approved or declined forms per project?

How it works:

  1. A customer creates a request on the customer portal, and selects the approver required by entering the user name or email address. Alternatively, you can hide the approver field from the customer, and set up a defined list of approvers that are required for that request type.
  2. The approver receives an email notification that they have a pending approval when the request enters the approval status, they can view and action the request through the customer portal.
  3. The approver either declines or approves the request, and can add an optional comment.
    1. If declined, the request moves to the next status, and if a comment is added the customer will receive an email notification
    2. If approved, the request moves to the next status in the workflow and an agent is able to work on it, and if a comment is added the customer will receive an email notification

1 answer

0 votes

Hi @Millicent Igbinovia 

Yes there is a link that will take them to the customer portal where the issue can be views later.

For the dashboard, create a filter based on approval status and use that filter on a gadget in your dashboard.

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