--- title: "Approval Grid" slug: "notification-approval-grid" updated: 2024-07-15T11:37:15Z published: 2024-07-15T11:37:15Z canonical: "help.symphonysummitai.com/notification-approval-grid" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Approval Grid The Approval Grid is pre-configured component provided with an option to Edit the properties. This will appear for all the Modules, and is represented as a Vertical Grid. The Application Designer can drag and drop the Approval Grid on the Email Body. However, this action can be performed only once. - [Add](/summit-platform/docs/notification-approval-grid#add-approval-grid) - [Edit](/summit-platform/docs/notification-approval-grid#edit-approval-gird) ## Add Approval Grid To Add an Approval Grid on the Email Body, drag and drop the component from the left panel on to Email Body. This is preconfigured with default properties which can be edited. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Approval Grid on Email Body.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Approval Grid ## Edit Approval Gird To edit Approval Grid, perform the following steps: Expand **Approval grid,** click vertical ellipsis ad select **Edit**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Approval Grid Edit.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Approval Grid A pop-up screen that supports multiple headers is displayed. Along with an option to style the grid using Appearance. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/edit approval grid(1).png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Edit Approval Grid > [!WARNING] > Note > > There are some limitation in the Approval Grid pop-up compared to the pop-up of the Grid, below options are not available. Grid Name, option to select the table, Grid Style selection (Horizontal/Vertical), option to add or delete columns, and How the record should be displayed (Display type/Type of attachment). For more information on the Field Description, refer to the following: **Configure Columns** Approval Grid has the below list of fixed columns. - **Level number**: This represents is the approval number of approvals present in the ticket as part of the workflow. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/approverlevel(1).png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Approval Level on Email The levels mentioned in the ticket are defined in the Workflow. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/level approver.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Approval Level in Workflow - **Approval Level Name**: This is the Name in which that Approval Level is configured. Example: Reporting Manager Approver, Workgroup Owner Approver, Business Head Approver, etc. - **Approval Name**: These are static derived names that are configured as part of Approval Types for each level. - **Approval Status**: This depends on the current status of the record as per the configuration, such as - Awaiting Approval - Rejected - Approved - On Hold - Refer Back - **Approval Date**: The time stamp in which the Approval action takes place. - **Approval Remarks**: Comment provided by the approver during the Approval process. - **Referred back level**: While referring back the level to which this record is sent back. These columns are fixed, however the user can only edit the column names, these serve as the column name of the Approval grid as displayed below: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-0XBDSII3.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) Figure: Approval Grid > [!NOTE] > Note > > The Edit configuration enables to edit only the alias name of the columns, and this is a mandatory field. **Appearance** The Approval Grid Appearance have below sections. - **Appearance**: All the configured Grids is displayed in the dropdown, and the Appearance can be copied from them. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/copy appearance from.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) - Grid Header - Grid Value - Grid Border These function same as Grid Appearance Properties, for more information, refer [Grid Appearance.](https://help.symphonysummitai.com/summit-platform/docs/notification-grid#appearance) Click **Update** to save the configuration. The updated configuration is saved as **Approval Grid**. Time related Components such as Approval Date displays the Time Zone. **Time Zone** All the Time related components from the record display Time zone name on the date-time field based on the record Created By. This apply to notifications generated by Workflow Designer, Business Rule Designer and Scheduler which uses email components from left panel in the designer such as Notification Elements (single chip that’s static elements), Grids (Horizontal and Vertical), Popover Form Elements, **Approval Grids** and Multi-Value group grid. The following image displays Time Zone in the Approval Date Column from the Approval Grid. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-XCEDACQI.png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D) To configure other Email Template Elements, refer the following: | [![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/email%20icon(8).png?sv=2026-02-06&spr=https&st=2026-10-31T17%3A13%3A23Z&se=2026-10-31T18%3A13%3A23Z&sr=c&sp=r&sig=8jcUkTeohAaNZWaKYu6mvJ1gcQ9a9Gu5jAZlP1libuQ%3D)](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) | | --- | | [Email Template Elements](https://help.symphonysummitai.com/summit-platform/docs/notification-email-template-elements) |