Understand approver | Zoho Creator Help

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,
  • Users
    Users refer to application users. The application users are the individuals to whom the application has been shared. Assume the application has been shared with ten users. Zoho Creator enables you to set one or more users among them as approvers.
  • Role
    The approver can be set as a user associated with a specific role. The Select Approver field will list the default roles and the new roles created by you. Selecting a role enables all the users associated with the role to approve or deny the record. 
  • Field
    Field refers to the Users field in your form. All Users fields in your form will be listed as approvers. Selecting a specific field enables the users listed on the field to approve or deny the record.

The approver can be either approve or deny a record in the form. The actions associated with the approve or deny option will be executed accordingly.

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                                                                                                                        • Related Articles

                                                                                                                        • Edit approver

                                                                                                                          Each approval level in the workflow consists of an approver or multiple approvers. To edit an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name for ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • 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 ...
                                                                                                                        • Understand authentication

                                                                                                                          This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Authentication is the process or action of verifying the identity of a user of the portal. Zoho Creator allows you to choose ...
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