Request Approval for a Ticket

Overview

Request approval for a ticket by selecting an approval workflow with predefined steps and reviewers. The approval applies to the entire ticket (including all attachments). There is no partial approval of single fields or files.

Before you start working with Ticket Approvals read more in Approvals and in > Ticket Approvals.

How to access Ticket Details

Approval requests for tickets always start in the ticket details.

There are multiple ways to view a ticket and its details. Read more in View & Edit a Ticket.

View a ticket's details from the ticket list view for example:

1. Click Tickets
2. Click on the ticket

Request Approval for a Ticket

To request approval for a ticket:

1. Optional: Select an approval workflow in the drop-down e.g. Submittal.
   If the ticket form has only one workflow assigned, it is already selected here.
   If it has multiple workflows assigned, you can select a different workflow.
2. Click Request approval
   
3. Optional: If the workflow allows to make changes, you can edit steps, reviewers and duration as described in Create an Approval Workflow.
4. Enter or change the Subject of the approval request and the Message (optional) e.g. Approval Request for Submittal of Reba Show Drawings.
   The Subject and Message might be predefined in the selected workflow.
5. Click Send request
   The Subject and at least one reviewer are mandatory to start the approval.
   

Sending the request locks the ticket and the reviewers of the first approval step get notified automatically. Read more in Review & Approve Tickets.

You can see the status of the approval request in the ticket details, in approvals and in the ticket list. Read more in View & Manage Approvals.