Requests

 

 

Links/Videos:

 

This command allows you to view user approval requests and pending approvals for approving users. The tab is near the search tab (bottom of the screen).

 

Creation stages / Use:

 

Click the Requests tab. If the tab is not displayed, click the Requests command in the View folder of the TopSolid button.

 

Click the icon to display the user issued requests or the icon to display the requests the approving user has to treat.

 

 

When the icon is grayed, it means this request is displayed.

 

 

 

The table indicates the Name of the document subject to the request, the date of the request, the comment entered by the requester and the state of the request.

 

The following popup commands are available in the document:

  • Show to display in tree.

  • Open to open document.

  • Cancel to cancel the approval request.(only for pending requests)

  • Close to delete the document from the list when it is approved or rejected.

 

 

The table indicates the Name of the document to approve, the question asked by the requester, the date of the request, the name of the requester and the comment entered by the requester.

 

The following popup commands are available in the document:

  • Show to display in tree.

  • Open to open document.

  • Answer to accept or reject the approval. Enter the comment displayed to the requester.

    • If Accept is selected, the approval is in effect and the state of the document is changed as set in the workflow actions. Information is indicated in the document history, the hourglass is removed on the document icon and the requester's request passes to the state defined by the action.

    • If Reject is selected, the approval is rejected. The information is indicated in the document history, the hourglass is removed from the document icon and the state of the request is changed to Rejected.

    • If Cancel is selected, the answer is cancelled and the approval request remains pending.

 

 

  • When a request is in progress, an hourglass overlaps the document icon until the request is accepted or rejected.

  • All requests, request cancellations and accepted or rejected approvals are saved in the document history.

  • When the workflow uses several actions, the state of the document changes once the last accepted action is accepted. If an action is rejected, the following are no longer proposed.

 

 

  • A pending approval document can only be opened for consultation. You cannot modify it.

  • A pending document may not appear in the list while its state has changed and the approving user project has not been updated.(the document is bold in the projects tree). Just use the Get latest revision (recursive) contextual command from the document, folder or project.

 

 

Available Options:

 

Allows you to select the project in which to view current user requests or approvals.

 

Projects display in the Name column. Click "+" to unroll and display the approval state of the document. Approved documents are listed in green, refused documents are in red and pinding documents in black.

 

 

Allows to display the selected document preview.