The Request Detail View: Master/Detail, Inline Viewer & Workflow Stepper
The request detail view is the approver's working screen: a master/detail split — the request list on the left, the full request on the right — with the document, the bank details, the workflow stepper, and the audit trail in one place, no page reloads.
Approving well requires context: the amount, the vendor, the document, who else signed, what's left. The detail view exists so that context never requires a second window. The product reference: The Master/Detail Approval Center.
What the detail view shows, top to bottom
- Amount and status banner — the number, the currency, and the current state at a glance
- Request identity — name, submitter, vendor, age
- Actions bar — Approve, Reject, Hold, Ping, Revoke: the five actions
- Bank details — auto-filled from the verified master, read-only: verification
- The workflow stepper — the chain, visually: approved stages checked, the current stage marked, what's ahead
- Inline document viewer — the invoice opens in the pane; read it while deciding, no downloads
- The audit trail — every action so far, timestamped and attributed: Unbroken Audit Trails
Why inline beats attached
The classic approval friction: the invoice is a download, so the approver either opens it (breaks flow) or approves without looking (breaks the control). The inline viewer removes the fork — the document sits beside the decision, so reading it is the path of least resistance. Controls that fit the flow get followed; controls that interrupt it get skipped.
Frequently Asked Questions
What is a master/detail approval view?
A split screen: the request list on one side for navigation, the selected request's full context on the other — documents, details, actions, trail — without leaving the page.
Approvdit's approval center runs the master/detail split with inline document viewing, the workflow stepper, and the full audit trail on one screen. Book a live demo.