Managing Approval Workflows | Zoho Contracts

Managing Approval Workflows


Edit a Workflow

  1. Select the Admin tab at the top of the page. 
  2. Select Approval Workflows from the left panel. 
  3. In the Approval Workflows page, click the name of the approval workflow whose details you want to edit. 
  4. Click Edit at the top of the Approval Workflow Details page. 
  5. 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


  1. Select the Admin tab at the top of the page. 
  2. Select Approval Workflows from the left panel. 
  3. Click More  on the approval workflow card that you want to duplicate. 
  4. Choose Duplicate
  5. Enter the name of the new workflow, then click Save and Edit
  6. 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

  1. Select the Admin tab at the top of the page. 
  2. Select Approval Workflows from the left panel. 
  3. Click More  on the approval workflow card that you want to delete. 
  4. 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. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Creating an Approval Workflow

                                                                                                        Overview An approval workflow defines the approvers of a contract, and the approval process it has to go through. You can create multiple approval workflows and choose a workflow for each contract type. There are two types of approval workflows. ...
                                                                                                      • Approval Overview

                                                                                                        Contracts are legally binding, so their content needs to be written carefully. In most organizations, a contract owner needs the approval of their superiors and other internal stakeholders to send a contract document to the counterparty for ...
                                                                                                      • Managing Users

                                                                                                        View User Details Select the Admin tab at the top of the page. Select Users from the left panel. Click the name of the user. The User Details page will be displayed. Note: The Overview tab will display a list of widgets based on the role of the user. ...
                                                                                                      • Managing Contracts

                                                                                                        Edit Contract Information Select the Contracts tab at the top of the page. Click to open the contract you want to edit the fields in. Select the Summary tab from the contract details panel on the left. Click Edit at the top-right corner of the ...
                                                                                                      • Submitting for Approval and Tracking

                                                                                                        Submit a Contract for Approval Select the Contracts tab at the top of the page. Click to open the contract in the Draft Complete state that you want to submit for approval. Click Submit for Approval at the top of the page. Note: The approvers will ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources