---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Tracking approval status and history

# Tracking approval status and history {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Monitor the progress of an approval request as it moves through the steps in an approval workflow.

## Approval workflow interface {#tracking-approval-status__section_kkl_xzl_m3c}

After an approval request is submitted, approval users can view the approval steps in the CRM Workspace. For example, in a quote approval workflow, requesters, approvers, and users with view access can navigate to the quote. They access the approval workflow interface from the quote Approvals
tab.  
The approval workflow interface provides an audit trail of approval steps and steps approval chains. Approval cards identify the:

* Approval rule
* Assigned approvers
* Actual approvers for completed steps
* Approval comments
* Approval duration timestamp for a step with pending approvals
{#tracking-approval-status__ul_k5d_nf2_1kc} Approvers use the More options menu in a step card to approve or reject the request.  
Figure 1. Approval interface in Advanced Approval Management
{#tracking-approval-status__table_g4c_qq5_m3c__entry__2}

| Feature | Description |
|-|-|
| 1. Quote state | Quote state: * Draft: Initial state of the quote. Editable by agent. * Requested for review: Quote has been submitted for approval. Not editable by agent unless the quote is recalled by the agent, or the quote has been approved or rejected. * Approved: Approvals for the quote are complete. * Rejected: Quote rejected by an approver. Editable by agent so that it can be revised and resubmitted for approval. {#tracking-approval-status__ul_jvt_vfq_sjc} |
| 2. Approvals tab | Related list for the entity, such as a quote, which displays the approval workflow. |
| 3. Approval chain with approval step cards | Grouping of approval steps that are run in sequential order, based on the chain order specified for the steps in the approval rules. Each step card represents an approval rule and its associated approvers. A step card provides the following information: * Approval step state * Approval duration, which reflects the time elapsed for the active step (no action taken): * Number of minutes, for example 43m * Number of hours and minutes, for example 1h 43m * Number of days and hours, for example 2d 4h * Number of weeks days (over seven days has elapsed), for example 1w 2 d {#tracking-approval-status__ul_pbz_mp2_1kc} If the approval step state is escalated, the approval duration is highlighted and shows the elapsed time for the escalated approval. * If the request was previously recalled during the approval process, an Auto-approved flag indicates at least one or more previously completed approvals has been automatically reapplied. * For approvers assigned to a step, the card displays the More options (![]() ) menu to approve or reject the approval step. * For approval admins that also have the requester role, the More options (![]() ) menu provides an Override option to bypass the step if it's no longer required. For details, see [Override an approver](https://www.servicenow.com/docs/n1v~uGd1ZjsdMJAGygrurg "Override the approver in an approval step if the approval is no longer required, to help prevent the approval workflow from being blocked."). {#tracking-approval-status__ul_onr_y4c_1kc} |
| 4. Approval options | Options displayed for certain approval actions, depending on the user role. For example, requesters and approvers have the option to add an ad hoc approver to the approval workflow using the Add approver option. For more information, see [Add ad-hoc approvers to an approval request](https://www.servicenow.com/docs/OnF3eWCdtpnHJi0tLce59A "As a requester or an approver, add one or more ad-hoc approvers to an approval request in Advanced Approval Management."). |
[Table 1. Approval workflow interface elements]

{#tracking-approval-status__table_g4c_qq5_m3c}
**Related concepts**   

* [Configuring Advanced Approval Management](https://www.servicenow.com/docs/JhpTraWeSklccb7hY4U20g "Install the Advanced Approval Management application to build workflows that automate the approval process for Sales Customer Relationship Management entities such as customer quotes.")
* [Notifications in Advanced Approval Management](https://www.servicenow.com/docs/2FRAJ93JulyMWdidFODpUA "In Advanced Approval Management, as an approval request moves through the approval process, notifications about the status of the approval request are sent automatically to approval requesters and approvers.")  
**Related tasks**   

* [Create an approval configuration](https://www.servicenow.com/docs/O4D5t0MuBugqqM5g9EANow "Create an approval configuration for a Sales Customer Relationship Management entity, such as quotes.")  
**Related reference**   

* [Components installed with Advanced Approval Management](https://www.servicenow.com/docs/iRegWe7k5xlpu77dlccqDg "Several types of components are installed with activation of the Advanced Approval Management plugin, including tables, scheduled jobs, and user roles.")

