Approval Tab | Online Help - Zoho CRM

Approving or Rejecting from the Approval Tab

Records that are lined for approval can be viewed in the My Jobs tab.

From this tab, you can approve or reject the records that are waiting for your approval. If needed, you can also delegate the record's approval to another user. Only after the approval, you can convert, edit or delete the record.

Users with Administrator profile can view all the records that are waiting for approval in the organization. Administrator can also approve or reject the records as and when required.

To approve/reject from the Approvals tab
  1. Click the  Approvals  tab.
    You will be able to see the list of records that are waiting for your approval.

  2. Click on a record to view the following details:
    • Details of the record - You can view the details of the user who owns the record that is waiting for approval, the criteria based on which the record was sent for approval and the users who need to approve.

    • History of the user's requests - This section provides the history of all the approval requests for records owned by a user.

  3. Click the  Approve, Delegate  or  Reject  link.
    • If you click on the Approve link, specify any comments for approval and click Approve.
    • If you click on the Reject link, specify any comments for rejecting and click Reject.
    • If you click on the Delegate link, select a user to whom you want to transfer the record for approval and click Delegate.

Resubmission of records

Upon rejection, a record can be submitted for re-approval within 60 days of rejection by clicking the Resubmit option from the records detail page. 


Once resubmitted, the record will be checked for a match of approval criteria across the available approval processes in the following order:
  • First, the system will check if the record matches the criteria of the process from which it was originally rejected. If the criteria matches, then it will be locked for approval. 

  • If it fails to match the original approval criteria, then we will run for a match across all the approval process that has been configured. If the match fails, then the record will not be considered for approval and will be unlocked (from the approval process) and moved into the system.  

Note
  • It is possible that the user who needs to approval a record does not have access to the record. In such cases too, the users will be able to approve the record.
  • The tab will also list the last 5 approvals or rejections under the Recent Activities section.
  • There is no set time frame within which the users need to approve/reject the record.
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