Approval Workflows
Approval workflow in application's live mode
What does this page cover Learn how the approval workflow functions in live mode and how you can approve, reject, or recall requests (withdraw the record from the approval process) directly within the application. Before proceeding, ensure you have a ...
Configuring data access actions for approval workflows
What does this page cover Learn how to configure data access actions in Zoho Creator approval workflows to add a new record, modify or delete an existing record in any form in your application. Before proceeding, ensure you have a comprehensive ...
Configuring Deluge script for approval workflows
What does this page cover Learn how to configure Deluge script actions in Zoho Creator approval workflows to run custom logic and handle advanced operations when a record is submitted for approval, or when it is approved or rejected by an approver. ...
Reorder approval blocks in an approval process
An approval workflow can contain one or multiple levels of approvals. Each approval level comprises of an approval block with approvers and a set of associated actions. Zoho Creator gives you the flexibility to reorder the approval blocks. When the ...
Configuring notification actions for approval workflows
What does this page cover Learn how to configure notification actions in approval workflows to send alerts via email, SMS, or push notifications when a record is submitted for approval, or when it is approved or rejected by an approver. Before you ...
Configure approval workflow properties
Workflow Properties enables you to configure properties such as setting a name for the workflow, description about what it does, setting the criteria, record lock, recall request options, and selecting fields to view in the live application. To ...
Configuring integration actions for approval workflows
What does this page cover Learn how to configure integration actions in approval workflows to integrate and add records with services such as Zoho CRM, Zoho Recruit, Salesforce, and QuickBooks, Before proceeding, ensure you have a comprehensive ...
Delete approver
To delete an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name that you want to delete the approver. The approval configuration page will open. Mouse ...
Edit approver
Each approval level in the workflow consists of an approver or multiple approvers. To edit an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name for ...
Add new approver
To add a new approver: Click Add New Approver block. The Add New Approver window will slide in from the right. Select the approver type. The approver type can be: User - Users that you have shared the application/application users Role - Users in a ...
Understand approver
The Approver is the authority to approve or deny a record on form submission. Based on the process requirement, the form can have one or multiple levels of approvals. Each approval level can contain one or more approvers. The approver type can be, ...
Creating and managing approval workflows
What does this page cover Learn how to create and manage approval workflows to automate and simplify the business approval and trigger actions when a approver approves or rejects the record. Availability Available in all plans of Creator Can be ...
Understanding approval workflows
What does this page cover An approval workflow in Zoho Creator automates record approvals without manual follow-ups. Records submitted through a form are routed for approval or rejection in a predefined step-by-step process based on configured ...