Evaluating approval processes in the Approval Portlet
Use the approval portlet to quickly respond to approvals directly on your dashboard. You can approve all approvals that are waiting for your response with one click, or assess approval processes and approval line items one at a time.
1.
Start Marketing Operations. Your dashboard is the default start page. If you set a different default start page, navigate to your dashboard.
2.
You can approve all approvals that require your response. Click Approve all (#) approvals.
3.
You can respond to individual approval process and any approval items by clicking the My Actions menu.
From the My Actions menu, you can perform the following actions on the approval items.
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Send as email attachment(s)
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Approve all with comments
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Approve all with changes
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Approve all without comments
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Deny all with comments
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Deny all without comments
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Post complete response
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If the approval has line items, you cannot click Post complete response until you approve or deny the line items.
4.
Alternatively, you can approve or deny line items one at a time by clicking the My actions menu on an individual line item.
From the My actions menu, you can perform the following actions on the approval items.
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Send as email attachment(s)
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Approve with comments
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Approve with changes
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Approve without comments
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Deny with comments
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Deny without comments
5.
After you respond to all the line items, click Post complete response to finish the approval. After you click Post complete response, you cannot make any more changes unless the approval process owner starts a second round of review.
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