How to: Approval Flow Steps Grid

First, access the Approval Flow Steps grid in the left-hand menu.

Then, click on the Active Current Project tab.

Next, click Items Per Page drop down to expand all the displayed items.

Then click the Gear to add or remove additional items to display.

Next, click to add additional items within the panel and check or uncheck the items you want to remove or add.

Then, confirm the project in the Project column.

Next, check the module associated with each step in the Approval Flow column.

Then, check the step name for each approval stage in the Step Name column.

Next, check the sequence of steps listed in the Step Order column.

Then, view the Specific Approving Users assigned to each step. These users are listed by name instead of by role. This may or may not be included in your project.

Next, view the approving role that links each user to the corresponding step in the Approving Roles column.

Then, check the users assigned to each step based on their role in the User of Approving Role column.

Then, check the division conditional requirements for each step, if applicable.

Next, click on Export to start exporting the approval flow steps from the Export drop-down menu.

Then click on Excel (All Pages) to download the complete list of approval flow steps in Excel format.

That's it. You have successfully reviewed and exported the approval flow steps grid in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.