Approvals: How to Accept/Reject an Approval

Overview

This guide will walk you through how Managers can approve or reject approval requests in Wingmate.
When a Salesperson edits a field that meets an Approval Condition, the system will automatically trigger an approval request and block document generation until a manager takes action.

If you are unsure how to set up approval conditions, please refer to the following support articles:

• Approvals: How to Set Up an Approval on a Custom Field

• Approvals: How to Set Up an Approval on Purchase Pricing

If you’re not sure how to view the list of pending approvals, please refer to:

• Approvals: How Managers Can See Their Open Approvals

What are Approval Conditions?

Approval Conditions is an Admin Console feature under Easydocs → Approval Conditions. It allows administrators to define rules that trigger a manager approval workflow before an EasyDoc (or other document) can be generated or finalized. Each condition specifies:

• Type: Lead or Purchase (which object the rule applies to)

• Field: The specific field to monitor

• Comparator: The comparison operation used to evaluate the field (e.g., less than, equal, or change)

• Value: A comparison value when required (Optionally: Compare to the minimum price from a price sheet instead of a literal value)

• Enabled state: Toggle each condition on/off

Admins can add multiple conditions and delete or edit them at any time.

How to Accept or Reject an Approval?

Method 1: Approve/Reject Directly from Notification Center

Step 1: Open Notification Center

1. Click the Notification icon at the top-right of the page.
2. Select the Approvals tab to view pending approval requests.

Step 2: Approve or Reject from the Notification List

1. Each approval request will show a ✓ (Approve) icon and ✕ (Reject) icon.
2. Click the ✓ or ✕ to approve or reject the request directly in the list.

Step 3: View Results

1. After approving or rejecting, the approval/rejection icon will remain on the notification.

   

   

2. Clicking into the Lead will show the updated approval result:

   • Approved: A green checkmark displays next to the modified field.

     

   • Rejected: A manager icon displays next to the modified field; hovering over it shows which manager rejected it.

     

Note:
This method does NOT allow adding comments when accepting or rejecting.

Method 2: Approve/Reject Through Lead Details With Comments

Step 1: Open the Lead Requiring Approval

1. Click the Notification icon → Approvals tab.
2. Click on a specific approval notification to open the related Lead.

Step 2: Locate the Field Requiring Approval

1. Scroll down the Lead Details page.
2. You will see a yellow warning icon next to the field, which means “Waiting for manager approval.”
3. Click the yellow warning icon.

Step 3: Review in the Approval Request Popup

1. A pop-up will appear, which includes:
   • Lead Name
   • Modified Date/Time
   • Salesperson Name
   • Old Value
   • New Value
   • A Note section, which is only available in this method
2. Review the details and the salesperson's change.

Step 4: Response in the Approval Request Popup

1. (Optional) Add comments in the Notes section.

   

2. Click Approve or Reject.

   

Step 5: View the Approval Result

1. If the action is approved: A green checkmark appears next to the updated field, and hovering will show the manager's name and any comments added.

   

2. If the action is rejected: A manager icon appears next to the field, and hovering will show the manager's name and any comments added.

   

Additional Notes

1. Rejected Approvals Block Document Generation

• If a Lead has pending or rejected approvals, users will see a warning “Unable to generate documents on this lead. All open or rejected approvals must be resolved first.” when trying to add attachments or generate documents

• The warning will remain until all approvals are approved.

  

2. Approval History is Available

When scrolling to the bottom of the Approvals tab in Notification Center, managers can see recent approval history, including previously resolved approval requests.

Tips & Best Practices

• Use Method 2 if you need to include comments for the salesperson.
• Always review old vs new values before making a decision.
• Managers editing fields do not require approval, but salesperson edits may trigger approval conditions.