Dear All,

Greetings!

Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address a larger audience.  For ease of navigation, we have collated and indexed the existing FAQs into a single article.

We hope this exercise will benefit you in comprehending approval process better. The following are the questions we have compiled this time.

1. What is an approval process?

2. Can only CRM administrators be assigned as approvers?

3. Can a user who doesn't have access to the record approve it?

4. I don't have the permission to edit and manage approval processes. What should I do?

5. Where can I find the records that are awaiting approval?

6. Where can I view the approval history?

7. How does the approval process work when there is more than one approvers?

8. Can I execute an approval process when a record is edited?

9. How will I know if a record is waiting for approval? What actions can be performed on the record?

10. What happens when a record meets the requirements for more than one rule?

11. Can automatic actions be assigned to users on approval of records?

12. Who receives an email if a record is rejected?

13. How long can a record be in the Rejected state?

14. How is the approval process different from the review process?

15. How is a record matched with a rule if it is resubmitted?

16. How can I reorder the rule entries and what happens if I reorder them?

Please go through the FAQs and post your queries in this discussion forum. We'd be happy to answer and add them to our question bank.

P.S.: Here is our extensive tutorial on Approval process that elaborates the importance, benefit, and best practices for different business scenarios.

Thanks and Have a good one!

Kind Regards,

Saranya Balasubramanian

Zoho CRM - User Education