Insert a record during an approval process
Requirement
Use Case
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Registration
|
Registration
|
Name
|
Name
|
Name
|
|
Phone
|
Phone
|
Phone_Number
|
||
|
Drop Down
|
Salary
|
Salary
|
||
|
Drop Down
|
Qualification
|
Qualification
|
||
|
Approved
|
Approved
|
Lookup (Registration)
|
Registration
|
Registration
|
|
Rejected
|
Rejected
|
Lookup (Registration)
|
Registration
|
Registration
|
See how it works
Points to Note
-
This can be also done with a Radio field inside the Registration form with the following choices: Approved, Rejected, and In Approval Progress. This Radio field should be marked disabled during the form load. In Approval Progress can be marked as a default value. When a record is approved, the Radio field can be marked as Approved and the field can be marked as Rejected. The All Registrations report can then be grouped based on this Radio field.
Related Links
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 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 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. ...