Quick reference
Troubleshooting submittals
The record must be Draft and you need submittal write access. Limited draft permission does not grant the full approval workflow.
A Draft or submittal is missing
- Confirm the Project Management package is active.
- Confirm View submittals permission and its access level.
- For a Draft, confirm it was created by your company or request full read access.
- Confirm you are viewing the latest revision and the intended status filter.
Open Submittal is missing
The record must be Draft and you need submittal write access. Limited draft permission does not grant the full approval workflow.
An approver cannot respond
Confirm the submittal is Open, the approver belongs to the current stage, the stage is not blocked, the approver has not already responded, and the user has Respond to submittals.
A later stage will not start
Check the current stage's condition. With All responses required to progress, every approver must respond. With At least one response required to progress, one response completes the stage.
An approval template cannot be changed
Templates can be replaced only before approvers have responded. Changing a template removes existing stages and replaces them; clearing a template removes the stages.
Distribution cannot continue
When Send email is selected, choose at least one recipient and keep a subject, nonblank body, and submittal link merge field. Select an Official Status and review the chosen documents.
Delete Submittal is disabled
Only the latest revision can be deleted. A cancelled revision is already deleted. Draft and active records also require different delete permissions.