Reorder Approval Process | Online Help - Zoho CRM

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 the first process created, on the top of the list. If a record meets the criteria of more than one rule entry, it will be submitted for approval based on the first rule entry that it matches in the given approval process. So based on your requirements, you can reorder the approval processes. The same is the case with the Rules in an approval process.

For example, you create an approval process (Big Deals A) for potentials with expected revenue worth 5000 USD or more. When you create another approval process later (Big Deals B), for potentials with expected revenue worth 8000 USD or more, it is listed after the first process that you created.

So when a record with expected revenue is 8500 USD is created, it will be listed for approval based on Big Deals A criteria as this approval process is listed first. Ideally, it should be available for approval based on Big Deals B. In such cases, you may need to reorder the approval processed based on its priority.

To reorder approval processes

  1. Go to Setup Process Management Approval Process.
  2. In the Approval Process List page, approval processes for all modules will be listed.
  3. Click on the Module header and select the module whose approval processes you want to reorder.
  4. Click Reorder Processes.
  5. Drag and drop the approval processes and click Save.

To reorder rules in an approval process

  1. Go to Setup > Process Management Approval Process.
  2. In the Approval Process List page, select an approval processes.
  3. Click ReorderRules.
    This option will be available only when you have multiple rules for the approval process.
  4. In the pop-up, drag and drop the rules and click Save New Order.

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