Skip to main content
Question

Approval Basic Data


Forum|alt.badge.img+4

We are using approval process and even the user is added as a person to approve, the approval button is not enabled for the user. 

I have verified their permissions and confirmed they match those of another user who can approve without issue.

 

Is there any basic data missing for this user? 

This is in APP 9

 

 

7 replies

matt.watters
Superhero (Partner)
Forum|alt.badge.img+25
  • Superhero (Partner)
  • 566 replies
  • June 24, 2024

If you select the row the buttons should be enabled.

With the row not selected, the buttons are greyed out.

 

With the row selected, the buttons are enabled.

 


Forum|alt.badge.img+23
  • Superhero (Customer)
  • 1169 replies
  • June 24, 2024

Did you also check the permission sets?


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 9 replies
  • June 24, 2024
matt.watters wrote:

If you select the row the buttons should be enabled.

With the row not selected, the buttons are greyed out.

 

With the row selected, the buttons are enabled.

 

Thanks for the reply,

When the line is selected, it does not allow to approve. So I was just wondering if there’s some sort of a basic data to be created for this? 


Forum|alt.badge.img+4
  • Author
  • Sidekick (Partner)
  • 9 replies
  • June 24, 2024
Link wrote:

Did you also check the permission sets?

Yes I did, 

I granted this user all the permissions which my user has, but still no luck. 
My user can approve these without any issue. 


Forum|alt.badge.img+23
  • Superhero (Customer)
  • 1169 replies
  • June 24, 2024

Then click with rmb on “Icon”.

If the icon is red then you haven’t the permission to approve it.

If it is green:

At first click on the icon then on button “Approve”.

 


zuhaib
Sidekick (Customer)
Forum|alt.badge.img+6
  • Sidekick (Customer)
  • 76 replies
  • June 25, 2024

Hi @Anupa95 

I hope this reply finds you well.

 

In the screenshot I find out you are not select on approval line that's why approval/Reject option is disabled. So, select on approval line after that you check. 

Select on line which is heighted in blue color snap is attached for your reference. 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 


matt.watters
Superhero (Partner)
Forum|alt.badge.img+25
  • Superhero (Partner)
  • 566 replies
  • June 25, 2024
Anupa95 wrote:
matt.watters wrote:

If you select the row the buttons should be enabled.

With the row not selected, the buttons are greyed out.

 

With the row selected, the buttons are enabled.

 

Thanks for the reply,

When the line is selected, it does not allow to approve. So I was just wondering if there’s some sort of a basic data to be created for this? 

Is the User for which the Approve/Reject buttons are not active connected to the Person listed on the Approval step? If not, there is the issue.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings