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Approve or reject approval tasks in Workflow

Zuora

Approve or reject approval tasks in Workflow

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When you are specified as the approver of an approval task in Workflow, you do not get automatic notifications. You need to go to the Workflow user interface to find out and, if any, approve or reject the approval request.

Procedure

  1. Start Workflow. 
  2. In the Overview tab, check the number of tasks that need your attention in the My Organization's Tasks section. If the number is 0, there are no tasks that are waiting for your approval. In this case, you can skip the rest of the procedure.

    In the example shown below, there are four tasks that are waiting for your approval. 

    workflow_overview_task_1.png

  3. Click View Tasks to view all tasks. Alternatively, you can click the Tasks tab from the landing page of Workflow.
  4. In the Tasks tab, click on Type to display the drop-down list. Enter "approval" in the search bar and select Approval from the result. All approval tasks will be displayed. 
    workflow_tasks_type_approval.png
  5. For each approval task you want to process, click the menu icon on the left of the workflow name, and select Approve or Reject. When a task is approved or rejected, the status of the task is changed from Pending to Success. The number of tasks that need your attention showing in the Overview tab will be updated accordingly.
    workflow_approval_actions.png

For the task pending on approval, if it is not approved/disapproved in 90 days, it will be marked as failed to approve/disapprove and the workflow will enter into the cleanup process.

Approve or reject approval tasks from Zuora inbox

If you have selected Also Send to Zuora Inbox in the delivery options, you can also approve or reject approval tasks form Zuora inbox.

To approve or reject tasks from Zuora inbox, follow the instructions below:

  1. Click the Zuora Inbox icon clipboard_e2a2291948e61a6a44362829023d5f5a7.png on the Zuora homepage.
  2. Click the approve icon clipboard_e1f1d12d4ab3b02b78f0edadb5bd0a004.png or reject icon clipboard_eba808584ff2d861218fc9cd13f92d22f.png to complete the approval or rejection task. For more information on delivery options, see Manual: Approval.
    clipboard_e43c523d192fac4485cd6d95f2243a705.png