Create and manage approval process
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 ...
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 ...
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, ...
Create approval workflow
Note: Approval workflows do not apply to records submitted through published forms. To create an approval workflow: Click the New Workflow button on the Workflows page. Choose Workflow from the Create New Component window. Choose During Approval ...
Understand approval process
In an application, when some records/requests require multiple levels of approvals from decision-makers, it can get cumbersome to sort the records and send them for approval manually. Zoho Creator simplifies this task by automating the entire ...

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