• SUBMISSIONS AND APPROVALS • SETUP GUIDE

How to Reopen or Delete a Submission

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Return an application to Pending for another review or remove an unwanted submission after preserving records you need.

Before you begin

Find the intended application by form, reference, and applicant email. Read its current status and original answers before changing a decision. Approval can affect customer tags, company records, emails, and connected integrations.

Retain a review or remove a record

Reopen puts an application back in Pending so it can be reviewed again. Delete removes the submission and should be treated as permanent. Neither operation should be confused with creating a new application.

Reapproving a reopened application reuses its existing company rather than duplicating it. Do not assume deleting a submission reverses every prior Shopify or integration action. Export needed information before deleting a record.

Set up this workflow

  1. Open the submission and inspect its current status.

  2. Use Reopen when another review is needed rather than deleting the record.

  3. Confirm it returns to Pending and inspect linked Shopify records.

  4. For permanent removal, export or record any information you need first.

  5. Use Delete and review the confirmation before completing it.

  6. Confirm the remaining inbox contains the expected records and that any reopened application is pending.

Example

Reopen a disposable rejected test application and check that it returns to Pending. Use a different disposable record when demonstrating deletion.

Expected result

Reopen retains a record for review; deletion is treated as a permanent action after confirmation.

Limits and important behavior

  • Reapproving a reopened application reuses the existing company instead of creating a duplicate.
  • Do not assume submission deletion deletes Shopify customer records or reverses every prior action.
  • Use fresh test records for destructive-action testing.

Troubleshooting and verification

If you need another review, use Reopen rather than Delete: it returns the application to Pending. Inspect the resulting status before approving again. Deletion removes the application record and should not be treated as a documented way to reverse every Shopify onboarding effect.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Reopen or Delete a Submission” after completing the setup. Show the controls used to open the submission and inspect its current status. Add a second screenshot showing the result of this check: Confirm the remaining inbox contains the expected records and that any reopened application is pending. Use dummy applicant details and mask any secrets.

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