Approvals page
The approvals page displays approval requests that need to be reviewed. Eligible users use this page to determine which requests they are eligible to review and then approve or reject the requests.
When the user selects to show the filtering controls and filters, the following fields are displayed above
the table:
- Applied filters
- All of the filters that the user added for this page are displayed in this field. They are displayed individually, not as a list.
Columns
The columns that are available on the page are shown in the following table. To sort a column, click its
column header. Only one column can be sorted at a time.
| Column name | Description |
|---|---|
| Selection control | The first column is used to select one or more approval requests from the list. Selecting the box in the table header selects all of the approval requests in the list. |
| Category | The category for the approval request. Categories are used to group together collections of actions that may require approval. For example, the inbound batches category contains actions such as accept batch, release batch, and cancel batch. |
| Action | The action in this category for the approval request. For example, the action for this approval request may be the cancel batch action in the inbound batches category. |
| Base application name | The base application name that the approval request object is associated to. |
| Involved Participant | The name of the participant for the approval request. If there is no participant associated with the request, the column is blank. |
| Request Identifier | The identifier assigned to the approval request by the requester. If no identifier was assigned by the requester, the column is blank. |
| Requested | The date and time of the approval request. |
| Requested By | The user ID of the user that generated the approval request. |
| Bank Code | The bank code for the approval request. If there is no bank associated with the request, the column is blank. |
| Account Number | The account number for the approval request. If there is no account number associated with the request, the column is blank. |
| Credit Amount | The credit amount for the approval request. If there is no credit amount associated with the request, the column is blank. |
| Debit Amount | The debit amount for the approval request. If there is no debit amount associated with the request, the column is blank. |
| Review Eligible | Indicates whether the user is eligible to review this approval request. |
| Reviews Required | The total number of reviews that are required for the approval request to be approved. |
| Reviews Remaining | The number of reviews that still need to occur before the approval request is completed. |
| Status | The status of the approval request. Valid values are:
|
Actions
The actions available on this page are:
- Filter column displays the build filter link that you can use to create a filter for the columns on the page.
- Search entry field. Typing text in this field automatically filters the users that are displayed in the table. The table displays only those users that match what was typed in the search field.
- Refresh updates the displayed users.
- Download CSV saves the displayed table view as a .csv file.
- Customize columns displays a page to select which columns are shown or hidden on the users page.
- Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
- Open documentation opens the help page.
- locks or unlocks the selected user. If the user is locked, this option unlocks it. If the user is unlocked, this option locks it. The option is disabled if the user does not have permission to lock or unlock users.
- Click a row in the table to display the details for that record.
- A menu appears in the table header when you select one or more rows in the table.
- Select all selects all the rows in the table.
- Delete deletes the selected user.
- Cancel closes the menu in the table header.