Approval summarizer formatter

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • The approval summarizer formatter creates the summary at the bottom of an approval form.

    The approval summarizer displays full information for the record used to request approval.

    Figure 1. Summary of a change request
    The approval summarizer displays information from the original request directly in the approval request.
    The Reject button allows the approver to deny one or more requested items in a multi-item request, before approving the overall request. If a requested item is denied, the workflow for that item never starts. The approver can then choose to Accept the item.
    Note:
    When the overall request is approved, you must ensure this Reject button is hidden. If this button is used after request approval, the requested item workflow is canceled, leaving the stage in an inconsistent state. Similarly, the Accept button on requested items should only appear before the overall request is approved or rejected.