Understand approval process | Zoho Creator Help

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 approval process.

An approval process is a workflow that lets a user approve/reject the record submitted through a form in a sequential order. The admin of the application can create the approval workflow by specifying the criteria based on which records will be sent for approval, setting multiple levels of approval, and assigning an approver for each level. You can also set the action(s) to perform on approval and rejection.

For example, if your company requires the employees' trip expense reports for managers to approve, you can automate this process in Creator. In this scenario, you can create an approval process for all employees in your office. It specifies that expenses less than $100 are automatically approved, expenses $100 and over requires the team lead's approval, and expenses over $5,000 require additional approval from the manager.

As another example, if your company requires the employees leave a request for managers to approve, you can automate this process in Creator. In this scenario, you can create an approval process for all employees in your office. It specifies that leave requests less than a day are automatically approved, more than a day requires the team lead's approval, and continuous leave for more than five days requires additional approval from the manager.

The following steps are involved in setting up the approval process:

  1. Create approval workflow
  2. Add approver
  3. Configure actions for approval

    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

                                                                       
                            



                            






                              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

                                                                                                • 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 ...
                                                                                                • Understand Salesforce in approval process

                                                                                                  Salesforce integration enables you to push data automatically from Zoho Creator to your Salesforce account, which would otherwise require manual execution. To begin with, you must add a connection between Zoho Creator and your Salesforce account. You ...
                                                                                                • Understand deluge script on approval process

                                                                                                  In the approval process, you can create customized actions using Deluge script and configure them to be executed on approval or denial of a record by the approver. Let's assume you have an application named Employee Management where the employees ...
                                                                                                • Configure Salesforce in 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 block in the approval workflow. Click the Add New ...
                                                                                                • Understand Zoho Recruit integration in approval process

                                                                                                  Zoho Creator and Zoho Recruit have been integrated for efficient usability purposes. With Zoho Recruit integration task, you can push data automatically from your Zoho Creator to Zoho Recruit account, which would otherwise require manual execution. ...
                                                                                                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