To learn about monitoring a process in general, see Monitor a process.
Note: Content requests are currently only available in ESG solutions and in the Data Collection or ESG Compliance add-ons.
Edit a content request
Even if a content request has already started, you can edit it in the process status view in the associated process.
To edit a content request that has already started:
- Click the dropdown arrow next to the content request.
- Select Edit action from the menu.
You can edit any part of the content request, including the assignee, location, and due date. Once you save your edits, the assignee and approver (if applicable) will receive email notifications.
Note: Editing the assignee or location will automatically select the Restart action on save checkbox. This restart is required when editing the assignee or location, but is optional for all other edits.
Permissions will be updated automatically for both assignees and approvers:
- New assignees are granted Editor access. Old assignees are set to the “None” permission.
- New approvers are granted Viewer access. Old approvers are set to the “None” permission.
Permissions work similarly when editing locations, as users are automatically granted access to the new location and set to “None” at the old location.
Note: Approvers can be changed at any time, but they can't be fully removed when the status is set to Approval or Returned. If you want to fully remove the approver, you must restart the action.
Cancel a content request
If you no longer need a content request in your current process and it hasn’t been completed yet, you can cancel it by clicking the dropdown arrow and selecting Cancel.
This cancels the content request and notifies any assignees. If an assignee was granted Editor permission for a content request that's already been started, their permission will be set back to "None".
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