Review approval requests in Brixit CRM
Open Approvals from the left navigation. Requests appear when an action is governed by a configured approval workflow.
| View | Use it for |
|---|---|
| Needs my approval | Requests currently waiting for your decision |
| My submissions | Requests you submitted |
| History | Completed approval history available to you |
| All requests | Administrator oversight, when available |
Review and decide
- Open the request and read the action, submitter and affected record information.
- Review the approval steps and current status.
- If it is your step and the request is correct, select Approve step and complete the confirmation.
- If it should not proceed, select Reject, enter a clear reason and confirm.
- Check the resulting request status and history.
Approvals happen in order. Approving your step notifies the next approver; it does not necessarily finish the entire request. Rejection stops the request and requires a reason.
Follow your submission
Open My submissions to see the current step and approver. If rejected, read the reason, correct the underlying issue and use the available resubmission action when appropriate. Do not create duplicate requests merely because the next person has not approved yet.
Resolve a request that needs attention
An unavailable approver can pause a request. Administrators can inspect the request and use its reassignment control when offered. Review the saved chain and choose the intended replacement; approval steps are not silently skipped.
A request can show Approved · execution failed. That means the approval decision succeeded but the underlying action did not complete. Review the error and affected record before retrying through the available recovery process. Executed confirms that the approved action ran.
If no request appears, check whether approval is required for that specific action, your current view and access. Use Refresh after another approver acts.