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 .

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