Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes
Hello Everyone,
We hope you are doing well!
We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters your CRM system.
Here's what's new :
- Editable Records in Approval : You can now edit records that are pending approval, ensuring their accuracy and up-to-date information before finalizing. Furthermore, you can choose Process Admins to approve records now, adding an extra layer of oversight.
- Role or Group Approval Flexibility : Selecting roles or groups to approve records now provides the option to grant approval from any user in a group or from all users in the group. When set to Anyone, any user from the group can approve records, and when set to Everyone, approval will be required from every user in the group.
- Hierarchical Approval Options : When the "Reporting To" hierarchy is selected for your organization, you can now specify whether Anyone or Everyone at higher levels can approve records if the user does not have a reporting manager in your approval processes. This flexible setting lets you align approval flows more precisely with your organization’s hierarchy.
Let's take a look at each of these enhancements in more detail.
Edit records waiting for approval and grant process admins privileges to approve records
Previously, you could not edit any records that's been submitted for approval in the approval process.
Now, you can edit the records that are waiting for approval. This ensures data accuracy can be maintained during the approval process. Updating key details, correcting errors, or adding new information – this enhancement enables you to keep records current before final approval, ensuring the final record reflects the most accurate and up-to-date data. This feature enables teams to work more smoothly, reducing issues caused by locked records. This helps ensure quality and completeness without restarting the approval process.
You can also assign process admins to oversee and approve records in your approval processes, providing a higher level of oversight and control. This capability is especially beneficial for larger teams or complex processes, reducing dependency on specific individuals and enhancing team flexibility, ensuring that approvals are not delayed due to limited access. These process admins can also edit records that are waiting for approval if needed.
If process admin settings are not configured, then any user with the Administrator profile will be able to take over records submitted for approval; however, if process admin settings are configured, only those users selected as process admins can take over a record submitted for approval.
Role or group approval flexibility
You can choose users of different roles or from groups from your organization to approve records in an approval process. Previously, if you select users from Roles or Groups to approve records, then ANYONE can approve the record and it is moved to the next stage.
Now, however, we have introduced an additional option where EVERYONE in the group or with the same role can approve records when the need arises.
For example, in the Zylker Tech organization, there is one CEO, five managers, and 10 executives. Additionally, there is a group of users from various roles. When selecting roles and groups to approve records, and you set the overall approval method as Everyone, you have two options:
- Choose Anyone from your organization to approve records and move them to the next stage, such as adding new leads from a specific website would require any user's approval.
- Choose Everyone from a group or with the same role in your organization to approve records, ensuring the entire team's approval is required for the record to move to the next stage, such as a quality check.
Configuring the approval process so that everyone in a group or role must approve a record before it progresses to the next stage helps ensure quality, compliance, and accountability.
Align your records approvals to your organization's hierarchy
You can choose to have either role hierarchy or reporting hierarchy for your organization from Company Settings in your Setup menu. This choice will also have an effect on your approval processes. This means, all existing and new approval processes will adhere to the selected organization's hierarchy.
When your organization follows the 'Reporting' hierarchy, the approval process will also follow the same hierarchy. This means, when you select levels to approve records, the system will choose users from the reporting hierarchy to approve the records.
For example, if your organization has two levels of reporting, and you choose 1st Level, then the user's immediate reporting manager or CEO and Administrators will have to approve the records. However, if you choose the 2nd Level, the user's immediate reporting manager's manager will have to approve the records.
In case you have two or more levels for approvals and you set the overall approval method as Everyone, then for users who do not have a reporting manager, you can choose to select Anyone or Everyone higher up in the hierarchy to approve records or select Anyone or Everyone from the CEO and Administrators to approve records.
Similarly, when your organization follows the 'Role' hierarchy, the approval process will also follow the same hierarchy. This means, when you select levels to approve records, the system will choose users from the role hierarchy to approve the records.
That's it for today, folks! We hope these enhancements provide you with greater control and transparency in managing approvals, simplifying the maintenance of accuracy and accountability across your CRM workflows.
Explore these new features today, and elevate your approval processes to new heights. Read more on how to add approval processes to your workflows from here.
Please feel free to comment below your queries, and we will get back to you at the earliest.
Availability : This enhancement is available for all users in all DCs.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Serena Woolridge
Zohoboy
Subhash Kumar
TharunChandran
Sticky Posts
Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Project template after project creation
How can I apply a project template AFTER the project has been created?convert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every timeSeriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleRelated Module in Sharing Rules
Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as wellAssignment Thresholds Resetting After Lead Conversion
Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automaticallyZoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goTerritory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andZoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom functionApproval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?Login for test case
Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.Zoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."Customer members area
Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try toNotes created in mobile can no longer be accessed in desktop
Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone canFunction #49: Manage varying installment payments using Zoho Books
. Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?Zoho Writer - Option to Export as .zdoc format
I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to becomeIs it possible for contacts to "Re-enter" a workflow in Zoho Campaign?
We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first goBulk upload images and specifications to products
Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.Out of Office for Just One of My Alias Email
Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?Can I map multiple Surveys into the CRM using the same fields?
Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allowsDealing with API responses where integers have more than 16 digits
Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input isCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newNeed Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions reportunblock e-mail
please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.grAdd Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currentlyZML vs HTML Snippet - which is better?
Are there certain use cases where one is better than the other?Auto CheckOut Based On Shift.
This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to matchHow to remove some users in zoho accounts
How to remove some users in Zoho accounts.Infinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I createdSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesZoho One Login Issue - Unable to receive OTP
Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username andQuestion Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to exportIn the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice numberProblem of Import Client Users From CRM and or Expense
I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,Unable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.Next Page