Edit approver | Zoho Creator Help

Edit approver

Each approval level in the workflow consists of an approver or multiple approvers. To edit an approver,
  1. Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows.
  2. Click the workflow name for which you want to change the approver. The approval configuration page will open.
  3. Mouse over the header of the approval block in which you want to change the approver. Click the Edit icon in the right corner. The Edit Approver window will slide in from the right.
  4. You can change the approver type and select the approver. Click Save Approver after making the required changes.
  5. The approval block header will display the new approver name.

 

Related Topics

    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

                                                                                                          • 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 ...
                                                                                                          • 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, ...
                                                                                                          • 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 ...
                                                                                                          • Edit choice

                                                                                                            Edit choice field values Applicable to the following choice fields: Drop down, radio, multi select, and checkbox. You will be able to rename the values that you have provided in your choice fields. To rename values: Edit your application. Click Open ...
                                                                                                          • Edit permissions in portal

                                                                                                            To edit a permission: Click Solutions under the Develop section. Click on the edit button on the required application. Note: For Environment enabled application, please click Environment -> Edit. Now the development mode will be displayed. Click on ...
                                                                                                            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