Work with approvals

The following widgets can be used by an agent with the correct role to access layouts that allow them to approve or review pending approvals.

Approve an order

This widget provides an interface that can be used by an agent with the correct role to approve an account-based order in the Pending Approval state. This interface also shows, and allows the agent to add to, the approval comments associated with an order.

Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.

Widget Name: agentOrderApproval

Display Name: Order Approval - Agent

Supported Page Types: agentOrderDetails

Layouts: Order Details Layout - Agent

Elements: None

View orders pending approval

Agents can view orders that are pending approval if they are members of the Approval role. This widget lists the pending orders and approval reasons, and allows the agent to approve or reject the request.

For additional information on approvals, refer to Understand account-based commerce approvals.

Note that a version of this widget exists within the Storefront framework, as well. See Appendix: Layout Widgets and Elements for information on Storefront widgets.

If you have recently migrated and this widget may be visible in your widget list. However, the widget is using the default template and .less file, which may not be available to the page layout. Additionally, this widget's style format must be updated so that it appears in the layout after a migration.

To migrate, you must update the following widget.template and .less files:
  • /layouts/agentOrderPendingApprovalsLayout/widget.template
  • /less/widget-orderPendingApprovalDetailsWidgetAgent_latest_version_number.less

To do this refer to the instructions in Work with widgets.

Note: The agent can no longer select the Check for approval button from the administrative interface when creating or editing an order. To implement this functionality, use the REST API.

Widget Name: ordersPendingApproval

Display Name: Orders Pending Approval

Supported Page Types: agentOrdersPendingApproval

Layouts: Orders Pending Approval Layout - Agent

Elements: None