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Request Cancellation

Field NameTypeLinked Form / ModuleNotes
File_Number (must have)picklistClaim_FormAuto populate
Current_StagetextAuto populate
New_Stage (must have)picklistValues: Cancel / Reject
Reason (must have)textarea
Cancellation_ApproverpicklistValues: Supervisor / Management; auto populate
plainplaintextStatic text: "Cancellation request will be submitted for approval."

System

Field NameTypeLinked Form / ModuleNotes
Requested_Date_Time (displayname "Requested Date/Time")datetime
Approval_StatuspicklistValues: Approved / Declined / Pending; allows custom "other" value
Requested_By (displayname "Requested By *")picklistUser
Approved_BypicklistUser