🆕 New Status: “On Hold” for Approval Requests

Why this matters

Over time, Approval Requests in Submitters’ queues can pile up—especially those with a Rejected or Change Requested status. Many of these requests cannot be addressed immediately (or at all), which creates unnecessary clutter for both Submitters and Reviewers.

To help streamline queues and improve visibility, we’ve introduced a new Approval Request status: On Hold.

What is the On Hold status?

The On Hold status allows Submitters to remove inactive or low-priority Approval Requests from their active workflow—without impacting any previously approved content.

✅ Available only for Approval Requests currently in Rejected or Change Requested status
✅ Actionable by Submitters
✅ Viewable by Reviewers
✅ Indicates that the Submitter does not plan to revise or resubmit the Approval Request at this time or that a revision is in process
✅ Previously approved versions of the associated Content Record remain available to Wealth Management partners
🚫 Does not impact the associated Content Record

📝 Note:
On Hold differs from No Longer Available. With On Hold, only the specific Approval Request is paused, while any previously approved versions of the Content Record remain visible to partners.

When to use On Hold

Use this when:

You’ve received feedback but do not plan to act on it in the near term
You want to clean up your queue without permanently removing or resubmitting the Approval Request
You want to signal to Reviewers that no action is currently expected

💡 Pro tip:
Use On Hold when you’re actively working on corrections but are waiting on another party—like a content owner, legal, or compliance team—to complete their piece. This lets reviewers know no action is needed from them while you’re coordinating behind the scenes.

How to move an Approval Request to On Hold

To change the status of an Approval Request to On Hold:

Go to the Approval Request in either the list view or the form view
Click the three-dot menu (⋯) in the top-right corner of the request
Select Move to On Hold from the dropdown options

💡 Pro tip:
Only Approval Requests in Rejected or Change Requested status will show the On Hold option. If you don’t see it, double-check the request’s current status. (Coming soon for other statuses like Not Submitted and Withdrawn)

💡 Pro tip:
Use an Internal Notes to capture why you’re putting the Approval Request on hold—especially if you're waiting on input from another team. This adds helpful context for teammates who may revisit the request later.

How it looks

Once an Approval Request is moved to On Hold, you’ll see:

A grey status indicator both in the Approval Request form and in the Approval Request list
Status visibility for both Submitters and Reviewers
Internal Notes visible only to Submitters

Don't Forget to set Notifications

If you want to receive Notifications for On Hold Status, be sure to set those

What’s next?

This is the first step in giving both Submitters and Reviewers more control over Approval Request management. Stay tuned for additional tools and enhancements designed to help you manage your queues more effectively.

Need help or have feedback? Contact Support