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How to Approve or Reject an Approval Request

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Approval requests allow designated approvers to review a ticket and approve or reject a requested action. Approvers can respond to pending approval requests from the Approvals tab on the ticket details page.

This article explains how to approve or reject an approval request in BoldDesk.

Prerequisites

Before you proceed, ensure that:

  • An approval request has been created for the ticket.
  • You are assigned as an approver for the approval request.
  • The approval request is pending your response.

Approve an Approval Request

Follow these steps to approve an approval request:

  1. Open the ticket that contains the pending approval request.

  2. Go to the Approvals tab.

    The_Approvals_Tab_in_a_Ticket.png

  3. Locate the pending approval request and click Approve.

    The Approve Request dialog appears.

    Approval_Dialog.png

  4. Enter a comment in the text box.

  5. Click Approve to approve the request.

The approval request is approved, and the response is recorded in the ticket’s approval details.

Reject an Approval Request

Follow these steps to reject an approval request:

  1. Open the ticket that contains the pending approval request.

  2. Go to the Approvals tab.

  3. Locate the pending approval request and click Reject.

    Option_to_reject_an_approval.png

    The Reject Request dialog appears.

    Dialog_for_rejecting_an_approval_request.png

  4. Enter a comment in the text box.

  5. Click Reject to reject the approval request.

The approval request is rejected, and the response is recorded in the ticket’s approval details.

A rejected approval request cannot be submitted again. To request approval for the ticket again, create a new approval request.

  • Verify that you are responding to the correct approval request before selecting Approve or Reject.
  • Use the comment field to provide context for your decision.

Frequently Asked Questions

  1. Who can approve or reject an approval request?
    An agent assigned as an approver for the approval request can approve or reject it.

  2. Can I submit a rejected approval request again?
    No. A rejected approval request cannot be submitted again. Create a new approval request if the ticket requires approval again.

  3. Can I add a comment when approving or rejecting a request?
    Yes. Enter a comment in the text box in the Approve Request or Reject Request dialog before submitting your response.

  4. What happens after I approve an approval request?
    The request is approved, and your response is recorded in the ticket’s approval details.

  5. What happens after I reject an approval request?
    The request is rejected, and your response is recorded in the ticket’s approval details. If approval is required again, a new approval request must be created.

Related article

How to Approve or Reject Approval Requests via Email

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