Approving Requests
The approval of requests rests with the Administrator, who should either approve or reject the request, which was initiated by the user. To approve the requests, perform the following steps:
- Log in to Canvas Studio as an administrator.
The home page of Canvas Studio appears. - Click Request Approval on the left navigation pane.
The Activity Summary page with Saved, Pending, Processed and Rejected tabs appears as shown in the following screen shot. The Saved tab comprises of saved requests, while Pending, Processed and Rejected denote pending, approved and rejected requests respectively.
The Request Name drop-down lists the type of requests. Administrators can use the Request Name drop-down to filter the requests pending for approval. - Click the Pending tab to view the pending requests.
- Hover the mouse on the right side of the pending request to view the Approve/Reject options. Click Approve/Reject to proceed further.
The Edit Form page appears. - To preview the form, click Preview icon.
A new window appears. The three channels of desktop, tablet and mobile are displayed. - Click the channels icons ( ) to preview the form in the respective channels.
- Click Approve icon to approve the form.
- A message box, indicating the approval of form changes, appears. Click Ok.
A confirmation message, indicating a valid approval of the request appears.
For the requests involving components like templates, the data appears in read-only mode, as shown in the following screen shot: - To approve the request, click Approve.
A message box appears. Type your comments in the Approval Comments text field and click Submit.
A confirmation message, indicating a valid approval of the request appears.- Click Ok.