Can I enter my own values in the fields of a stand-alone request?
Unfortunately, you can only use the predefined values that have been specified
in the approval matrix by an Administrator of the Organisation.
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, in the main menu select your Organisation and open "Request reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how you set up your own stand-alone ...
Does ApprovalMax support NetSuite Custom fields?
Yes, currently, ApprovalMax supports custom fields from NetSuite: How to enable NetSuite custom fields in ApprovalMax In the main menu select your Organisation and open "Fields" page in the "Workflow and settings" section. Add custom segments/fields ...
Who can add Watchers to a request? (Stand-alone)
Other watchers Requesters Any Approver of the request (in any approval step) Organisation Administrators Watchers, Requesters, and Approvers are eligible to hold any Organisation role (e.g., auditor, user, etc.) allowing them to add watchers to a ...
How to add a Watcher to a request (Stand-alone)
In your Organisation, open the request to which you want to add a Watcher. To choose a Watcher, click on the button: In the Change Watchers window, click on the Add Watcher button and select a Watcher from the list: When all required Watchers have ...
What is the Watcher functionality? (Stand-alone)
The Watcher functionality in ApprovalMax allows users to closely monitor and stay informed about specific approval requests within the system. When a user is assigned as a Watcher for a particular request, they will receive notifications and updates ...