Approvals Field Reference

Use this reference when reviewing, deciding, reassigning, or troubleshooting approval requests.

Approval Status Values

• pending
• approved
• rejected
• returned

Only pending requests should be updated through approval decisions.

Approval Entity Types

• timesheet
• time_entry
• expense_report
• invoice
• credit_note
• allocation_period
• milestone

Decision Values

Approval decisions use:

• approve
• reject
• return

Reject and return require a comment or reason. Approve can include an optional comment.

Entity Permissions

Entity type	Label	Approval permission
timesheet	Timesheet	timesheets:approve
time_entry	Time Entry	timesheets:approve
expense_report	Expense Report	expenses:approve
invoice	Invoice	invoices:approve
credit_note	Credit Note	invoices:approve
allocation_period	Allocation Request	resources:write
milestone	Milestone	projects:approve

Approval Detail Fields

Approval detail rows can use these display kinds:

• text
• money
• date
• datetime
• duration
• badge

Approval detail lines represent supporting rows such as time entries, invoice lines, or expense items.

Copilot Notes

• Decision field should be a select, not a plain input.
• Do not allow decisions on already approved, rejected, or returned requests.
• If a request is not pending, explain that it cannot be updated.
• If the action is invalid for an entity type, explain the supported actions.
• Reassignment should use an approver select when available.

Related Docs

• Approvals
• Workflow Submit and Approve a Timesheet
• Invoices Field Reference
• Expenses Field Reference