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Recalling Submitted Approvals

You can recall any of the following objects submitted for approval:

Projects

When you recall a project approval, the project returns to the status it was in prior to the initiation of the approval process.

If you recall an approval that is associated with the beginning status of the project, the approval process is bypassed and the project remains in the beginning status.

NOTE You can associate the first status of a project or task with an approval process by using a template. For more information about adding approvals to a template, see "Editing Templates."

To recall a project approval you submitted:

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select a Project approval.
    Project.png
  4. Click Recall in the upper-right corner of the right panel.

Tasks

When you recall a task approval, the task returns to the status it was in prior to the initiation of the approval process.

If you recall an approval that is associated with the beginning status of the task, the approval process is bypassed and the task remains in the beginning status.

NOTE You can associate the first status of a project or task with an approval process by using a template. For more information about adding approvals to a template, see "Editing Templates."

To recall a task approval you submitted:

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select a Task approval.
    Task.png
  4. Click Recall in the upper-right corner of the right panel.

Issues

When you recall an issue approval, the issue returns to the status it was in prior to the initiation of the approval process.

If you recall an approval that is associated with the beginning status of the issue, the approval process is bypassed and the issue remains in the beginning status.

NOTE You can associate the first status of an issue with an approval process by using a template. For more information about creating a request queue, see "Creating a Request Queue."

** add note if team adds functionality back in.

If you recall an approval that is associated with the beginning status of the issue, the issue is deleted. Your Workfront system administrator must enable the Allow users to recall newly created requests pending approval option in the Setup area. For more 

If you accept the recall, the issue is deleted but can be recovered from the Recycle Bin.

NOTE You can associate the first status of an issue with an approval process by using a request queue. For more information, see 

For more information about creating a request queue, see "Creating a Request Queue."
For more information about allowing issues to be recalled, see “Establishing Approval Settings.”

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select an Issue approval.
    Issue.png
  4. Click Recall in the upper-right corner of the right panel.

Timesheets

When you recall a timesheet approval, the timesheet returns to the status it was in before it was submitted for approval.

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select a Timesheet approval.
    Timesheet.png
  4. Click Recall in the upper-right corner of the right panel.

Documents

To recall a document approval, you must manually remove one or all users from the approval.

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select a Document approval.
    Document.png
  4. Click Manage Approvals in the upper-right corner of the right panel.
  5. Click the Remove icon inline with the name of a user. Remove all users to completely recall the document approval.
    Remove_User.png

Access Requests

  1. Go to Home in the Global Navigation Bar.
  2. In the Work List area, navigate to the Approvals I've Submitted grouping.
  3. Select an Access Request approval.
    Access_Request.png
  4. Click Recall in the upper-right corner of the right panel.
This article last updated on 2018-11-07 18:31:34 UTC