Troubleshoot a property stuck pending approval
Check staff require_approvals, approval-manager/capability, current status and pending table filters.
Before you start
Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit.
Follow these steps
- Open the relevant Property Status, Account Status or Approvals workspace.
- Check staff require_approvals, approval-manager/capability, current status and pending table filters.
- A user can be marked approval manager but still require the registered capability/menu access.
- The property status, approval result or note is retained on the intended record.
Fields, rules and limits
- A user can be marked approval manager but still require the registered capability/menu access.
Check it worked
The property status, approval result or note is retained on the intended record.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
A user can be marked approval manager but still require the registered capability/menu access.
Why is the record or action unavailable?
Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit. Check the current company and record relationship before requesting additional access.
