【Zoho CRM】承認プロセス機能に関するアップデート

【Zoho CRM】承認プロセス機能に関するアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中から承認プロセス機能のアップデートをご紹介します。

承認プロセス機能では今回新たに3つの機能が追加され、これまで以上にデータ承認の柔軟性・透明性・機能性が向上しました。

【目次】

  1. 承認オプションの拡充

  2. 組織の階層設定

  3. 承認待ち状態でのデータ編集機能の追加

 1.  承認オプションの拡充  

承認者を2ステップ以上設定した上で「承認者の範囲」で「すべての承認者」を選択した際の機能が拡充されました。
承認者として「役職」や「グループ」などの複数人を含むカテゴリを設定した場合、各ステップで個別に承認方式を選ぶことができます。

ステップごとに「すべての承認者による承認」または「いずれかの承認者による承認」を任意で選択することが可能です。

 

 2.  承認階層設定  

組織の階層は「設定＞一般＞組織設定＞階層設定」の画面から設定できます。選択できる階層は以下の2種類です。
  • 役職による階層

  • 直属の上司による階層


「直属の上司による階層」を選択した場合の「承認プロセス」設定画面での承認の流れ：

1ステップ目：直属の上司、CEOまたは管理者による承認

2ステップ目：直属の上司の上司による承認

直属の上司がいないユーザーの場合は、以下のいずれかから承認者を選部ことが可能です：

  • 階層内の上位ユーザー

  • CEOまたは管理者

また「承認プロセス」の設定画面では、承認方法は「いずれかの承認者」または「すべての承認者」から選択できます。ここで選択した階層設定は、すべての承認プロセスに適用されます。

 


3.   承認待ち状態でのデータ編集機能の追加 

承認プロセス中のデータ編集が可能になりました。承認待ちの状態でも情報の更新や修正ができます。


承認プロセスに管理者を設定することで、組織の規模に関わらず、承認作業の効率化と遅延防止が実現できます。

  

プロセス管理者の設定状況により、承認できる人が変わります：

  • 設定なし：管理者権限を持つユーザーなら誰でも承認可能

  •  設定あり：指定されたプロセス管理者のみが承認可能

Info適用範囲：全てのデータセンター

いかがでしょうか。承認プロセス機能を利用中のユーザーさんはぜひ試してみてください。

https://zurl.co/jKTM

……………………………………………………………………………………………………………………

🟠Zoho 東京ユーザー交流会開催！

3/19(水)@新橋 18:00~20:20


＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！ 

    • Recent Topics

    • Calendar Events Issues

      Not able to view scheduled events on my calendar

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Where are recordings stored?

      I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks

    • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

      Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • IMAP error message in Zoho mail

      I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?

    • IMAP stopped working today

      Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not

    • Are custom portals accessible on the Zoho learn smartphone app?

      In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help.

    • Multiple columns in a form

      I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  

    • Global search

      Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!

    • Any insights about API/v2? Having problem for a while.

      I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?

    • Edit QR code with redirect to form

      Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass

    • Getting all the ingredients together for baking an app

      Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have

    • Help Needed with Configuring ZC Microservice

      I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns

    • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

      Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you

    • Zoho Mail : Email Outgoing Blocked

      I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able

    • Creator and Tables

      Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the

    • customer Name and address details

      i created one application there is no customer details in that . how to add customer details and

    • Recalculate every row in the subform

      Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct

    • Creating Repeat Forms that remove redundancies

      I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section

    • What is the difference between the free plan and the mail lite plan?

      What is the difference between the free plan and the mail lite plan? How many emails can I send per day?

    • Unblock email

      Hi The outgoing mail from a client of me is blocked. I already made tickets and tickets are send to the EU desk but nobody is responding. The problem is already 4 days! There is absolutely no help from the support. I am really not satisfied at all! Can

    • Domain verification failure

      Hello Zoho Support, I purchased my domain directly through Zoho Mail, but the domain verification keeps failing with the message “TXT verification failed.” I’ve already waited and retried several times, but it still won’t verify. Could you please manually

    • Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

      My email account is unable to send emails, and I urgently need to use it. How can I resolve this?If there is anything we have done wrong, please let us know in advance so we can actively cooperate to improve. User ID: 850482493

    • URGENT: Email stopped workin - can't access admin panel

      For some reason email sending stopped working. When I try to send an email it fails with "Unable to send message;Reason:451 4.7.1 Temporary system error" I can receive email just fine I see in my notifications some errors about the MX records, however

    • Can I associate an invoice to a Project after the fact?

      We have generated an invoice but would like to assoicate it to a Zoho Project after the fact.  Is there any way to accomplish that? Thanks, Scott

    • Emails I send as a cc or bcc NEVER GO THROUGH TO THA RECEIVER !!

      every time i send a cc or bcc copy of an email to anyone when I’m using my zohomail.com email - no one ever gets the cc of bcc copy if the email: why???? And i triple check that the email addresses are correct; then i get back an email message (EVERYTIME)

    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS

    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

    • Auto-fill Contacts in Zoho Mail not working for me

      We just switched to Zoho Mail for our company, and I am noticing that the "auto fill" feature when composing an email -- where the "to" field is autofilled (like in the attachment) from Contatcts works for everyone except me. Any way I might have made

    • How to unlink a SAML user from the existing Zoho Desk user (domain change case)

      Hi everyone, I’m trying to understand how to handle a situation where a customer changes their company domain. In our setup, users authenticate via SAML, so when the domain changes, the SAML system treats them as a new user. However, in Zoho Desk, I’d

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Related to zoho survey

      Hi team. I want to know something regarding zoho survey question builder. I have two questions each of dropdown (One answer) - question type. In the first question, there are 16 answer choices and in the second question, there are 3 answer choices. For

    • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

      Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's

    • Text Message

      When trying to sent a text message, it says its an error i should contact a zoho agent

    • Zoho POS is now available for Canadian retailers

      Hey everyone, We're excited to introduce the all-new Canadian edition of Zoho POS, which helps retail businesses simplify and manage their end-to-end business operations. Start by signing up and exploring the 15-day free trial. Sign up now How does Zoho

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Next Page