Overview
This article describes how to edit the flow of an active project approval request on both a single record, as well as multiple records at once.
Note: Any record that is updated will be placed in the first stage of review in the newly selected flow.
How to Update the Approval Flow on a single Project Approval Request
From the Project Approval Requests Tab, locate the record that needs to be updated and click the arrow to display the list of options.
Click Change Project Approval Flow to open the Change Project Approval Flow modal.
Select the Flow that the subcontractor will be added to - the sub's current flow will not be listed here.
Once the Flow has been selected, click the Update button to add the subcontractor to the newly selected flow.
How to Update the Approval Flow of multiple Project Approval Flows at once
From the Project Approval Requests Tab, click the checkbox next to the name of each record that needs to be updated
Once records have been selected, click the Change Project Approval Flows Building Icon on the bulk action toolbar to open the Change Project Approval Flows modal.
Select the Flow the subcontractors will be added to. Any subcontractors already on the selected flow will not be updated.
Click the Update button to update the selected records. This may take a moment to take effect.
