Submitting a request sends it into your organization’s approval queue. Once submitted, the request moves from Draft to Pending and is routed to the first approval level.

Before You Submit

Check the following before submitting:

• The request has a clear, descriptive name
• The correct request type is selected
• All required custom fields are filled in
• At least one line item is added with a quantity and requested price
• Notes include any context approvers will need to make a decision quickly

There’s no way to edit a request after it has been submitted, so it’s worth reviewing line items and pricing carefully.

How to Submit

1. Open the draft request.
2. Review the details and line items.
3. Click Submit for Approval.
4. Confirm the submission in the dialog that appears.

The request status changes from Draft to Pending immediately. The page updates to show the current approval level and who is responsible for the next action.

What Happens After You Submit

• The request enters the queue at Approval Level 1.
• Approvers at that level receive an email notification that a new request is awaiting their review.
• You receive a confirmation notification that your request was submitted successfully.

You can track progress from the request detail page or from the Requests list.

Monitoring Your Submitted Request

After submission, the request detail page shows:

• Current approval level — Which level is actively reviewing the request
• Approvers at this level — Who needs to act
• Approval history — A log of decisions made so far

You will receive email notifications each time the request advances to a new level or reaches a final decision (Approved or Denied).

What You Cannot Do After Submitting

• You cannot edit the request details, line items, or custom fields.
• You cannot retract the submission to return it to Draft. If you need to cancel a submitted request, contact an Administrator who can archive it.