Customizing the Web Approval Portal
The procedure for customizing the Continia Web Approval Portal is the same for both online and on-premises installations of Microsoft Dynamics 365 Business Central.
To customize the portal:
- Search () for and select Setup (Continia Expense Management(.
- On the action bar, click Web Approval to open the Expense Management Setup / Continia Web Approval page.
- Under General > Fields to Show, select which fields (if any) you want to display in addition to the mandatory standard fields during approval in the Web Approval Portal.
- Under Custom Approval Fields, you can enable your own custom fields, which will display in the Web Approval Portal. If you need additional fields, click Show more in the upper-right corner.
- Click Close when you're done to save your changes and close the page.