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
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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





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

                        Write to us:  support@zohoforms.com


                              




                            

                          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 ...
                                                                                      • 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 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 email action in approval process

                                                                                        The send email action will be available by default in each approval block. You can edit the existing actions associated with the condition. To configure an email notification: Mouse over the email action in the approval block and click the Edit icon. ...
                                                                                      • Understand send email action in approval process

                                                                                        The Send Email action allows you to send customized email messages on approval or denial of a record. The email notification is the default action that the system will execute on record approval or rejection. You can edit, delete the existing ...
                                                                                      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