Review a document assigned to you for approval

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Follow these steps to review a document that is assigned to you for approval.

  1. Open the document.

  2. Review the message bar for information about the workflow process. To view detailed instructions, click the icon in the message bar. The following figure shows the location of the message bar and the icon that you click to view instructions.

    Workflow message bar with the Actions button

  3. Click Actions and then click one of the options listed in the following table. The options that you see may vary, depending on how this approval step was configured.

    Option

    Description

    Approve

    Approve the document.

    A dialog box is displayed where you can enter a comment about the document.

    Reject

    Reject the document.

    A dialog box is displayed where you can enter a comment about the document.

    Request change

    Request changes to the document.

    A dialog box is displayed where you can enter a comment about the changes that you are requesting and select the user who should make the changes.

    Delegate

    Reassign the document to another user for approval.

    A dialog box is displayed where you can enter a comment and select the user to reassign the document to.

    View history

    View the workflow status and history of the document.

    The Workflow history form is displayed. For more information about this form, see Workflow history (form).