Approval Process
Approval Process new UI: Transition guide and FAQs
What's Changing? We've redesigned the Approval Process Configuration UI to be more flexible and configurable. Previously, approval configurations were limited in areas such as stage identification, field updates, task assignments, and notification ...
Working on records in approval process
Records in Approval Process Once a record enters the approval process, it goes through a clearly defined process involving submission, review, and decision making. As a result, a record will be restricted from any modifications until it is approved ...
FAQ: Approval Process
What is an approval process? Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, ...
Reorder Approval Processes and Process Rules
When there are multiple approval processes for a module, the system checks if a record matches the criteria in an approval process in the same order in which it is listed. By default, the approval processes are listed in a chronological order with ...
View Approval History
This new update will be Released to All DCs in Phased Manner. Approval History gives you a chronological record of all approval actions performed on records that are part of an approval process, such as records being submitted, recalled, approved, ...
Managing approvals in Zoho CRM
Approval process help seek and provision record approvals in Zoho CRM. Based on your configuration, records qualified for approval will take its course. They will be Locked from making further edits. Queued for approvers’ queue for approval. The ...
Associating Actions for Approval or Rejection
With each approval process, you can associate actions such as assigning a task, updating fields, sending email alerts, calling webhooks, etc. which will be executed on approval or rejection of a record. You can set actions in two places. Stage-based ...
Adding an Approval Process
Each approval process is associated with a set of rules that defines the process. By specifying such rules, you can ensure that any record meeting the rules' criteria will be submitted for approval automatically. Automatic approval submissions reduce ...
Approval Process: an Overview
There may be several instances in your business when certain actions need approval from one or more senior decision-makers. For instance, sales reps offering product discounts to customers need the approval of their manager before they do so. ...