Manual approvers section
Use this section of the form to identify the manual approvers for the record. These approvers are selected in addition to the established approval requirements.
| Item | Description |
|---|---|
| Add Person | Adds an approver. Click this action on the section bar and select from the listed people. Click OK. The form adds the line items in the section. |
| Remove | Deletes a line item. Click the name of the person. Click the Advanced tab and go to the last section. Select the line item and click the Remove action. Click the Save and Close action. |
| # | The numerical sequence of the approvers. |
| Person | The name of the approver. |
| Role | The contact role or functional role of the approver. |
| Use Roles From | The source record or source association of the role. |
| Review Type | The type of the review, such as for comment, optional review, and required review. |