Tracking and Editing Requests
The request goes through the workflow your administrator configured for the record type. You can watch it progress.
Tracking with Requested By Me
Open Requested By Me from the sidebar. The list shows every request you have created, with its current status:
| Status | What it means |
|---|---|
| Draft | Not yet submitted. |
| AwaitingResponse | Waiting on a vendor or external party. |
| Pending | With one or more approvers. |
| Returned | An approver sent it back to you for changes. Open it and edit, then resubmit. |
| Approved | All approvals collected. The system is preparing to write back to Business Central. |
| CreatingInERP | Being created in Business Central right now. |
| ActiveInERP | Successfully created in Business Central. |
| CreationFailed | The write-back to Business Central failed. An administrator can retry. |
| Rejected | An approver rejected it. The reason is on the request. |
| Cancelled | You or an admin cancelled it. |
| Escalated | The SLA was missed and the request was escalated according to the workflow. |
Notifications
Open Notifications from the sidebar to choose how you hear about activity:
- Email, Portal, Microsoft Teams (if your tenant has Teams enabled).
- Immediate, Daily Digest or Off.
You can override the defaults per event. For example, you might want immediate notifications for "Returned" so you can fix things quickly, but only a daily digest for routine progress events.
Editing a returned request
If an approver returns a request to you, you will get a notification and the request will show in Returned status. Open it from Requested By Me.
- The approver's comment is shown at the top of the form.
- All previous values are kept; just edit what needs to change.
- Choose Resubmit when ready. The request continues from the step that returned it; it does not restart from the beginning unless your administrator has configured the workflow that way.
Cancelling a request
You can cancel any request you raised that is still in flight (not yet Approved or Active in ERP). Open the request and choose Cancel. A reason is required so approvers know why a pending request disappeared from their inbox.
You cannot uncancel. If you cancelled by mistake, raise a new request.