Review an application

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Review an application

The Approval tab allows you to review all the approval instances generated for an application. You can approve, reject, or conditionally approve an approval instance.

  • If the reviewer has not reviewed the approval instance, the approval instance status remains Submitted.

  • If the reviewer approves the approval instance, the approval instance status changes to Approved.

  • If the reviewer rejects the approval instance, the approval instance status changes to Rejected.

  • If the reviewer conditionally approves the approval instance, the approval instance status changes to Conditionally Approved.

Note:

  • For an application, multiple approval instances can be generated based on the Q2 Origination Administration Guide > Approval process configuration. 

  • The status of the approval instance depends on the type of cadence. To know how the status changes, see Approvals.

  • To know how to provide conditional approval on an application, see Conditional Approval.

  • The status of the application depends on the rules defined for your organization.

  • If approval instances are not created, there can be any of the following reasons:

    • Approval Definition is not configured.

    • Trigger and Event Control Configuration is enabled.

    For more information, contact the administrator.

Prerequisites

Before you proceed to review an application, ensure that the following prerequisites are met:

  • The approval process is configured by an administrator.

  • An approval instance is generated and assigned to you. An approval instance can be assigned from the approval dashboard.

Steps

To review an application:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Applications and select the application id that you want to review.

  3. Go to More > Approval.

The following sections appear on the Approval page:

  1. Select the approval instance you want to review and then select Review Approval.

    Approval instances are generated based on the approval process configured by an administrator. It can be Simple Unanimous, Complex Unanimous, and more.

  2. In the Review Commentssection, perform one of the following:

    • On Hold-To put the approval instance on hold, specify the reason or any other information in the comments box, and select On Hold.

      When you put an approval instance on hold, the status changes to On Hold, and the Review Approvalbutton changes to Start Approval. If required, you can review the approval instance in the future by selecting the Start Approval button.

    • Reject-To reject the approval instance, specify the reason for a rejection or any other information in the comments box and select Reject.

      When you reject the approval instance generated due to a change in the application, the value of the field that is changed is reverted to the value before the approval instance was generated.

      For example, the loan term is changed from 10 to 5, and an approval instance is generated. If you reject this approval instance, the value of term reverts to 10.

    • Approve- To approve the approval instance, specify the reason for approval or any other information in the comments box and select Approve.

    • Add Conditions- To approve the approval instance conditionally, add policy conditions to it by selecting Add Conditions. To know how to provide conditional approval on an application, see Conditional Approval.