Configure Approval Workflow Properties | Zoho Creator Help

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 configure,

  1. Navigate to the  Approvals  tab on the  Workflows  page. The page will list all the preconfigured approval workflows.
  2. Click the workflow name that you want to configure the properties. The approval configuration page will open.
  3. Click the  Properties  icon in the top right corner of the screen.

  4. The  Workflow Properties  window will slide in from the right. You can configure the following fields in this window.
    • Workflow Name

      This field lets you rename your workflow.

    • Run this process 

      The  Run this process  option is chosen as  Always  by default. This means the approval process is executed for every record added in the form. Alternatively, you can specify the which criteria the records should enter the approval process. The approval process will apply to the records that meet the criteria. To set the criteria, choose  On Condition  option and click  Add Criteria  icon. The criteria builder will open in a pop-up window.

    • Allow submitters to recall requests

      The Allow submitters to recall approval requests option is disabled by default. When you enable this setting, the users can cancel the requests/records submitted for approval.

    • Select fields to show in the live application

      All the fields in the form will be visible to the approver in the live application by default. Alternatively, you can choose the fields that you want the approver to see while approving a record. Click the  Add  icon to add the fields. The fields that you add in this section will be displayed to the approver while approving the record. 

  5. Click  Save Settings .

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            


                          New to Zoho Social?

                              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 SalesIQ Resources



                                                        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

                                                                                            • Insert a record during an approval process

                                                                                              Requirement   Insert a record into a form when an approval is approved or rejected. Use Case   A charity uses an application to approve the students who need their services. Any student can apply for their program, but the charity reserves their ...
                                                                                            • Create approval workflow

                                                                                              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 Process option. Choose the form that you want to set the Approval process and name the ...
                                                                                            • Set form workflow properties

                                                                                              To set workflow properties: Click on a Workflow Name in the Form workflows page. Select the Properties icon in the top-right corner of the screen. The Workflow Properties window will slide in from the right. You can make changes to the name of the ...
                                                                                            • Configure deluge script on approval process

                                                                                              To configure the Deluge script on approval process: Choose the form that you want to set the Approval process to and name the workflow. Click Create Workflow. Read more Add a new approver to the workflow. Read more Navigate to the required approval ...
                                                                                            • Configure send SMS action in approval process

                                                                                              To configure the send SMS action, Navigate to the required approval block in the Approval workflow. Click Add icon. The Add New Action window slides in from the right. Select Notification action type. Choose the Send SMS action. You can use the ...
                                                                                            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