Managing Approval Workflows
Edit a Workflow
- Select the Admin tab at the top of the page.
- Select Approval Workflows from the left panel.
- In the Approval Workflows page, click the name of the approval workflow whose details you want to edit.
- Click Edit at the top of the Approval Workflow Details page.
- Change the workflow details as per your requirements, then click Update.
Note:
- Contracts associated with the edited workflow that are in the Approval Pending state will continue the earlier workflow until the approval is complete. The changes will take effect only in contracts submitted for approval after the changes were made.
- If you change the workflow type from Parallel to Sequential, all the approvers will be added to the first level of the Sequential workflow. You can edit the workflow and move the approvers to different levels based on your requirement.
- If you change the workflow type from Sequential to Parallel, all the approvers will be retained. You can add additional approvers, if necessary.
- If a user who is in one of the subsequent levels of a sequential approval workflow of a contract is deleted/deactivated from Zoho Contracts, the user will not be considered for approval. If this user is the only one in the level, the level will be skipped. If the user is in the final level of approval, the contract will be marked Approved.
Duplicate a Workflow
- Select the Admin tab at the top of the page.
- Select Approval Workflows from the left panel.
- Click More
on the approval workflow card that you want to duplicate.
- Choose Duplicate.
- Enter the name of the new workflow, then click Save and Edit.
- Change the workflow details if necessary, then click Update.
Note: Clicking on Save instead of Save and Edit will create a duplicate directly, without opening the edit mode. Delete a Workflow
- Select the Admin tab at the top of the page.
- Select Approval Workflows from the left panel.
- Click More
on the approval workflow card that you want to delete.
- Choose Delete.
Note:
- After the removal of an approval workflow, the Contract Types associated with it will not have any approval workflow.
- Contracts associated with the removed workflow that are in the Approval Pending state will continue the workflow until the approval is complete.
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