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.

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              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 CRM Training

                Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW

                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now

                                                        • Related Articles

                                                        • Approval Process: an Overview

                                                          There may be several instances in your business when certain actions need an 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. ...
                                                        • Adding an Approval Process

                                                          Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
                                                        • Review Process

                                                          Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
                                                        • Associating Actions for Approval or Rejection

                                                          With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
                                                        • Approving or Rejecting from the Approval Tab

                                                          Records that are lined for approval can be viewed in the Approval 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 ...



                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.

                                                          Zoho Show Resources