How do I edit approval workflow records?

Modified on Tue, 10 Dec, 2024 at 3:04 PM

Within Capture Expense, you can edit default Approval records or newly created records by updating their options.
 

To update the Approval record

  1. Navigate the Approvals page.
    Go to Setup> Overview> Approval Workflow or Setup> Approval
    Multistaged_displayed__1_.png
  2. Click the Edit icon in the Approval record you wish to update. The Approval Workflow's details appear.
    2_Tiered_Edit__1_.png
  3. Update the options where necessary.
  4. Click the Save button. The record is updated.
    Updated_Record.png

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article