Documentation
Getting Started
Installation
Data Grid
Approvals
Administration
Account & Security
Integration & Staging
Architecture
Role: Submitter
Any user with write access to an approval-required entity can submit changes. After clicking Save, the submission modal appears instead of the standard save dialog.
The submission modal shows:
- A summary of the number of new records, edits, and deletions staged
- The approvers who will receive the submission request
- An optional comment field for context or notes
After a successful submission the pending changes in the grid are cleared. The changes remain in the approval queue until an approver makes a decision.
Pending rows show a lock icon in the grid and cannot be edited until the request is resolved (approved, rejected, or returned).