Viewing Approval Setup on a Contract

Product Area: Contract Page, Approvals

Impact of Change: Enhanced Troubleshooting & Transparency

Roles Impacted: Admin users

Description:

Ever wondered why a specific approval was (or wasn't) triggered? Or why someone is unable to send the contract to the counterparty, or skip an approval? We've brought the approval setup details right to your contract page!

You can now view the complete approval configuration, access restrictions, and reset mechanisms directly within the contract view.

No more jumping between workflow manager setups or wrestling with workflow version mismatches.

This enhanced visibility empowers admins to troubleshoot approval triggers instantly and verify setup details independently, significantly reducing the need for support intervention. Admins can quickly understand their approval rules and configurations right where they need them.

Note: Only users with permission to Manage Contract type and Workflows (generally admins) can access this functionality.

How to Enable: This feature is now available to all customers by default. (only for contracts on the new approvals system)