Check why a document is at a group

Where: Approval → open a document → flow strip at the bottom of the page

1. Scroll to the flow strip at the bottom of document details.
2. Hover over any step on the strip. A tooltip opens with two sections:
   • Members — each person in the group, with an icon showing whether they have approved, are pending, or took another action.
   • Routing reason — why the document was sent to this group, for example “Dimension found: 108” or a cost center or project match.

3. Use the routing reason to understand mis-routing — if the document is at the wrong group, the tooltip shows you which value triggered that routing.
4. Hover a past step to see timestamps of when each member acted.
5. Hover a future step to see who will be asked when the flow reaches that point.

Tip

The routing reason is also the fastest way to answer “why is this document in my overview?” — hover your own step and read the reason shown.

Related: Read the approval flow strip · How approval flows work