Request templates tab in Multi-Level Approvals (MLA)
The
Request templates
tab allows you to view, manage, edit or delete predefined templates for approval requests. The templates that appear in the grid are the ones saved as templates during the “Add request” action. The grid shows as follows:
Column | Description |
|---|---|
Actions | View, edit and delete options for templates. In "Edit" mode, you can only update the Template Name, Description, and assigned approvers to individual steps. |
Template name | The name that identifies the template. |
Template description | A brief description of the template. |
Approval area | The area or type of request that requires approval. You can find more information about approval areas in the General features in ONESOURCE Multi-Level Approvals article. |
Created By | Admin name who created the request template. |
Created Date | Indicate the date on which the request number template was created. |
Changes made to a template will only apply to new requests created using that template, existing requests remain unaffected.
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Multi-Level Approvals (MLA)
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