# How to use Quick Mass Approval

**URL:** <https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445>\
**Category:** Workflow Portal\
**Created:** [July 15, 2016, 2:39am UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445 "2016-07-15T02:39:56Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![wfg-admin](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/wfg-admin/32/714_2.png) [@wfg-admin](https://discuss.workflowgen.com/u/wfg-admin)\
**Post date:** [July 15, 2016, 2:39am UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/1 "2016-07-15T02:39:56Z")

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WorkflowGen’s **Quick Mass Approval** feature lets you easily and quickly handle multiple approval requests at once, using buttons such as **Yes** , **No** , or **Modify** as enabled and defined by the process designer.

 ![quick_mass_approval-1-1024x608(1)](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/dffacb477605e5f443f33aaeba6a657266bc1989.jpeg)

### To use Quick Mass Approval:

1. Go to the Search screen by clicking **Search** on your Workflow Portal home page or in the banner menu.

2. On the Search screen, click **Actions** to perform an actions search and display the available options.

3. Quick Mass Approval is only available in **User mode** , so make sure this is selected instead of Supervisor mode.

4. Check **Display results as a customizable report** (if it isn’t checked by default) to enable **Advanced View**.

5. Check **Display approval buttons** next to **Quick approval**.

6. As of WorkflowGen 6.2, you can filter by action. To do this, choose the process name from the **Process** drop-down menu, which will display the **Action** drop-down menu from which you can choose the approval action.

7. Choose other search options as needed, then click **Search**.

8. Perform your approval actions by clicking the buttons, then click **Submit** to submit your approvals. Click **Reset** to clear your selections.

### Multi-selection

As of WorkflowGen 6.2, you can select the same approval answer for all instances of the same action of a given process in two ways: either check the **Multi-selection** box in the search results footer and click one of the buttons, or hold down the **Alt** key while clicking one of the buttons. Since using **Alt+Click** doesn’t require **Multi-selection** to be checked, the advantage to this method is that you can change your approval selections for individual requests (using a regular click) without affecting the others.

### Save as view

You can save your search results as a view that you can access directly from your Portal home page. To do this:

1. Click **Save as view** above the **Search results** grid.
  
2. In the dialog box that appears, enter a name for the saved view, or replace an existing saved view by selecting it from the **Replace** drop-down menu.
  
3. Check **Display link on the home page**.
  
4. Click **Save**.
  
5. Return to your Portal home page and click **My views** to display your saved views. Alternately, you can click **Views** in the banner menu to go to the **My Views** page.
  
6. Click the name of your saved view to open it, then perform your validation actions using the buttons. Every time you open the view, the search results will be refreshed.

### Dashboard

You can use WorkflowGen’s **Dashboard** feature to take full advantage of Quick Mass Approval. To create a Dashboard panel from a saved view, click **My views** on the home page to display your saved views, then click the bar chart/magnifying glass icon next to the name of the view. You can move and resize the panel as needed. Use the scroll bars to view the approval actions and their buttons. The Dashboard panel will be refreshed every time you open your Portal home page.

 ![quick_mass_approval_dashboard-1024x652](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/956fdfa0f035f0d7620b8e2b5015afe8bf21d258.jpeg)

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<div class="post-metadata">

**Author:** ![pnicoll](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/pnicoll/32/454_2.png) [@pnicoll](https://discuss.workflowgen.com/u/pnicoll)\
**Post date:** [December 30, 2016, 2:40pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/2 "2016-12-30T14:40:03Z")

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**Author:** ![Tim](https://avatars.discourse-cdn.com/v4/letter/t/ce73a5/32.png) [@Tim](https://discuss.workflowgen.com/u/Tim)\
**Post date:** [September 29, 2017, 1:22am UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/3 "2017-09-29T01:22:06Z")

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Hi,  
How the enable the button ‘yes’, ‘no’ and ‘modify’ in search result?  
I have check the advanced view and quick approval, but no buttons in the result page.  
If there something need to do in the process designer?  
Thank you.  
 ![Image 16_20170929](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/4ea22383a135996f9c6945ae6c78ee6b50b9e223.png)

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**Author:** ![eddy.daouk](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/eddy.daouk/32/672_2.png) [@eddy.daouk](https://discuss.workflowgen.com/u/eddy.daouk)\
**Post date:** [September 29, 2017, 12:57pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/4 "2017-09-29T12:57:57Z")

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Hi Tim,

Yes, there’s something that has to be done by the process designer.

There are two ways to enable Quick approval:

The first way to do this is in the Form Designer.

1. On the **Mapping** tab in the process design, select the action for which you want to display the approval buttons.

2. On the data for which you want to display the buttons, click **Value OUT**.

3. Click the **Quick approval** tab, then check the **Enable Quick approval** option

 ![29 AM](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/50ac287ddb535668aebf1d196f36ad727aa47c2e.png)

Once this is done, all the parameters in red below will be added to the action’s parameters.

The second way to do this is to enter these parameters manually. Just make sure you follow the same naming convention and point the IN value of **Q1\_RETURN\_FIELDNAME** to the corresponding data as shown in the image below.

 ![07 AM](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/2515895e355a93bec1e1d62cf9637db86c15b5eb.png)

Best Regards,

Eddy

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<div class="post-metadata">

**Author:** ![Tim](https://avatars.discourse-cdn.com/v4/letter/t/ce73a5/32.png) [@Tim](https://discuss.workflowgen.com/u/Tim)\
**Post date:** [September 30, 2017, 2:05am UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/5 "2017-09-30T02:05:00Z")

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Hi Eddy  
It’s works!!  
Thank for help 😃

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**Author:** ![agraves](https://avatars.discourse-cdn.com/v4/letter/a/7993a0/32.png) [@agraves](https://discuss.workflowgen.com/u/agraves)\
**Post date:** [April 12, 2019, 1:17pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/6 "2019-04-12T13:17:28Z")

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Hi,

Is there a way to require a comment during Quick Approval for certain decisions/answers, like we can with Remote Approval’s?

Thanks,  
Andy

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**Author:** ![eddy.daouk](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/eddy.daouk/32/672_2.png) [@eddy.daouk](https://discuss.workflowgen.com/u/eddy.daouk)\
**Post date:** [April 12, 2019, 1:42pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/7 "2019-04-12T13:42:51Z")

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Hi @agraves,

If your process is setup to use comments for Quick Approval, you should be able to see the comment option whenever you choose an answer to submit for a specific action.

 ![05%20AM](https://canada1.discourse-cdn.com/flex030/uploads/workflowgen/original/1X/c7b725f5787f67c3d9988cc4c818b0d904ecc174.png)

Regards,  
Eddy.

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<div class="post-metadata">

**Author:** ![agraves](https://avatars.discourse-cdn.com/v4/letter/a/7993a0/32.png) [@agraves](https://discuss.workflowgen.com/u/agraves)\
**Post date:** [April 12, 2019, 2:04pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/8 "2019-04-12T14:04:17Z")

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Thanks Eddy,

Yes, I see the comment option in my portal. Can I require a comment be entered if say the user chooses “No” in your example? I currently require a comment for a “No” answer via form approval and remote approval, but I didn’t see a way to require it during quick approval.

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<div class="post-metadata">

**Author:** ![eddy.daouk](https://yyz2.discourse-cdn.com/flex030/user_avatar/discuss.workflowgen.com/eddy.daouk/32/672_2.png) [@eddy.daouk](https://discuss.workflowgen.com/u/eddy.daouk)\
**Post date:** [April 12, 2019, 2:48pm UTC](https://discuss.workflowgen.com/t/how-to-use-quick-mass-approval/445/9 "2019-04-12T14:48:14Z")

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Hi @agraves,

This functionality is currently not available and we have decided to include it in a future version of WorkflowGen. There is no ETA for this yet.

Regards,  
Eddy.
