Editor Flow: Proposing Changes to Finance Products
As a Finance Editor, you can create and edit finance product drafts, but your changes must be approved by a Finance Manager before they go live. This guide walks through the full editor workflow.
Proposing Changes to an Existing Product
Step 1: Navigate to the Finance Product
- Go to Finance Products in the Dashboard sidebar
- Find the product you want to modify
- Click to open it
As an editor, you'll see a callout banner at the top:
This product is locked. As an editor, you can't make changes directly. Use the "Propose changes" button to create an editable draft for review.
Step 2: Propose Changes
- Click Propose changes in the callout banner
- The system creates a draft copy of the product
- You are redirected to the draft — the live product remains unchanged
If a draft already exists for this product, you'll instead see a callout with a View draft link to continue editing it.
Step 3: Edit the Draft
Make your changes to the draft product. You can modify any field:
- Pricing and terms
- Labels and descriptions
- Availability dates
- Customer type settings
- Any other product configuration
While editing, you'll see a blue info callout:
You're editing a draft. Save your changes, then submit for manager review when ready.
The callout also provides a link to View currently active product and an option to cancel this draft.
Step 4: Submit for Approval
When your changes are ready for review:
- Click Submit for Approval in the callout banner
- A two-step wizard opens:
- Step 1 — Review Changes: Shows a diff table comparing your changes against the published product
- Step 2 — Confirm Submission:
- Send to — select the Finance Manager to review (only managers in your showroom are listed)
- Requested go-live date & time (optional) — when changes should take effect after approval
- Comment (optional) — describe your changes for the reviewer
- Click Submit for Approval to confirm
Your draft is now in Pending Approval status. The assigned manager will review it.
Draft Status Reference
| Status | Meaning |
|---|---|
| In Progress | You are still editing the draft |
| Pending Approval | Submitted and waiting for manager review |
| Changes Requested | Manager has requested modifications — see their feedback and update your draft |
| Approved | Manager approved — changes will go live on the go-live date set during approval |
| Recalled | You recalled the submission back to draft status |
| Cancelled | Draft was cancelled and will not be applied |
While Pending Approval
Once submitted, you'll see:
This draft is awaiting manager approval. You can still make changes — any edits will update the pending submission.
You can still edit the draft while it's pending — changes are reflected in the submission automatically.
Resubmitting After Changes Requested
If a manager requests changes:
- Open the draft product — you'll see a warning callout indicating changes were requested
- Click View Changes & History to see the manager's feedback
- Make the requested modifications
- Click Submit for Approval again — the wizard will pre-fill the previous reviewer and go-live date
Recalling a Submission
If you submitted for approval but need to pull it back:
- Open the draft product
- In the callout, click the recall submission link
- Confirm in the dialog that appears
- The draft returns to "In Progress" status
- Make your additional changes and submit again when ready
Creating a New Finance Product
- Go to Finance Products → click Create
- Configure the new product
- Save as draft
- Submit for approval when the product is ready to go live
New products follow the same approval flow — they must be approved by a manager before they become visible to customers. The diff table in the wizard will note that there is no published version yet.
Tips
- Use the Comment field when submitting to explain why changes are needed — this helps managers review faster
- Check your draft's status in the Finance Products list — the Approval Status column shows where each product is in the workflow
- You can have multiple drafts in progress at the same time
Read more
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