Items_to_Approve_Component_Release_Notes
Release 01 – June 2022
Items to Approve - Home Page – Approval Component Enhancement
July 11 ,2022 | OSFG Project
Purpose of the document:
- The purpose of this Release Notes is about the new changes in the Home Page Approval Components which has been enhanced using Lightning components.
- The look and feel in the new approval components will be little bit different from the existing approval components and there are no changes in the existing functionality/behavior on how the Approvers can Reassign / Approve / Reject the records from their Home Page itself.
Differences between the Previous Version and Current Version:
| Sno | Previous Version | Current Version |
| 1 | Under the Items to Approve section there is a column named as Action containing the three links Approve / Reject / Re-Assign | Action has been moved into drop-down list and will contain the three links Approve / Reject / Re-Assign |
| 2 | Approvers can Approve the record by selecting and clicking the Approve text under the Action column | Approvers need to select the record and click the Arrow-Mark under the Related To column and select Approve to approve the records |
| 3 | Approvers can Reject the record by selecting and clicking the Reject text under the Action column | Approvers need to select the record and click the Arrow-Mark under the Related To column and select Reject to reject the records |
| 4 | Approvers can Re-Assign the record by selecting and clicking the Re-Assign text under the Action column | Approvers need to select the record and click the Arrow-Mark under the Related To column and select Re-Assign to Re-Assign the records |
| 5 | Approve Selected, Reject Selected and Re-Assign Selected are the buttons available | Approve Selected, Reject Selected, Re-Assign Selected and Request for Change are the buttons available |
Existing Layout (Production):
Current Version Layout:
Use the Horizontal Scroll bar to move to the Items to Approve Section:
Steps to Proceed:
- Single Approval Process:
Login as Approver and click the home button:
Scroll down to Items to Approve Section and Click the arrow-mark:
Click Approve:
Enter your comments and click Yes/ You can also choose not to enter comments and Click Yes.
Click Ok:
Steps to Proceed:
- Mass Approval Process:
Login as Approver and click the home button:
Scroll down to Items to Approve Section:
Check the Checkbox:
Scroll-down using the Horizontal Scroll bar and click Approve Selected:
Enter your comments and click Yes/ You can also choose not to enter comments and Click Yes.
Click Ok:
