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Submitting a Request for Approval

Submitting a Request for Approval

Submit your request to send it into the approval workflow.

Last updated: Jul 2, 2026

Submitting a request hands it off to a reviewer for a decision. Once submitted, you can no longer edit the request unless a reviewer returns it to you.

How to submit

On the request form, click Submit. The request is saved and its status changes from Draft to Submitted.

You can submit directly from a new request without saving a draft first — the form saves automatically as part of the submit action.

What happens after submission

  1. The request status changes to Submitted.
  2. The request appears in the Active Requests list for users who have an approval level or view-all access.
  3. A reviewer with an appropriate approval level picks up the request and begins the review. The status then changes to Pending.
  4. The reviewer approves or denies the request, moving it to the Approved Requests or Denied Requests list.

Approval level routing

Requests are routed based on the price thresholds configured on your organization's approval levels. The system determines which approval level is required based on the requested price on the request. A reviewer must have an approval level that covers the price range of the request to action it.

Viewing your submitted request

After submitting, you can view your request in the Active Requests list. Clicking the project name opens a read-only details view. You can no longer edit the form fields — the request is now in the reviewer's hands.

If you submitted a request by mistake or need to make a change, contact your reviewer or administrator. There is no self-service recall once a request is submitted.

Notifications

Submission may trigger email notifications to reviewers, depending on your organization's notification settings.