【Zoho CRM】承認プロセス機能に関するアップデート

【Zoho CRM】承認プロセス機能に関するアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中から承認プロセス機能のアップデートをご紹介します。

承認プロセス機能では今回新たに3つの機能が追加され、これまで以上にデータ承認の柔軟性・透明性・機能性が向上しました。

【目次】

  1. 承認オプションの拡充

  2. 組織の階層設定

  3. 承認待ち状態でのデータ編集機能の追加

 1.  承認オプションの拡充  

承認者を2ステップ以上設定した上で「承認者の範囲」で「すべての承認者」を選択した際の機能が拡充されました。
承認者として「役職」や「グループ」などの複数人を含むカテゴリを設定した場合、各ステップで個別に承認方式を選ぶことができます。

ステップごとに「すべての承認者による承認」または「いずれかの承認者による承認」を任意で選択することが可能です。

 

 2.  承認階層設定  

組織の階層は「設定＞一般＞組織設定＞階層設定」の画面から設定できます。選択できる階層は以下の2種類です。
  • 役職による階層

  • 直属の上司による階層


「直属の上司による階層」を選択した場合の「承認プロセス」設定画面での承認の流れ：

1ステップ目：直属の上司、CEOまたは管理者による承認

2ステップ目：直属の上司の上司による承認

直属の上司がいないユーザーの場合は、以下のいずれかから承認者を選部ことが可能です：

  • 階層内の上位ユーザー

  • CEOまたは管理者

また「承認プロセス」の設定画面では、承認方法は「いずれかの承認者」または「すべての承認者」から選択できます。ここで選択した階層設定は、すべての承認プロセスに適用されます。

 


3.   承認待ち状態でのデータ編集機能の追加 

承認プロセス中のデータ編集が可能になりました。承認待ちの状態でも情報の更新や修正ができます。


承認プロセスに管理者を設定することで、組織の規模に関わらず、承認作業の効率化と遅延防止が実現できます。

  

プロセス管理者の設定状況により、承認できる人が変わります：

  • 設定なし：管理者権限を持つユーザーなら誰でも承認可能

  •  設定あり：指定されたプロセス管理者のみが承認可能

Info適用範囲：全てのデータセンター

いかがでしょうか。承認プロセス機能を利用中のユーザーさんはぜひ試してみてください。

https://zurl.co/jKTM

……………………………………………………………………………………………………………………

🟠Zoho 東京ユーザー交流会開催！

3/19(水)@新橋 18:00~20:20


＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！ 




        • Recent Topics

        • Feature request - image resizing on sales orders

          I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

        • What's new in Zoho Sheet: Simplify data entry and collaboration

          Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

        • Nueva edición de "Ask The Expert" en Español Zoho Community

          ¡Hola Comunidad! ¿Te gustaría obtener respuestas en directo sobre Zoho CRM, Zoho Desk u otra solución dentro de nuestro paquete de CX (Experiencia del Cliente? Uno de nuestros expertos estará disponible para responder a todas tus preguntas durante nuestra

        • Automation Series: Auto-Notify External Users on Issue Closure

          Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a Web

        • Turn chat conversations into real action with Integration Blocks in Guided Conversations

          When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does

        • Basic Mass Update deluge schedule not working

          I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in

        • click to call feature

          I've Zoho CRM and in that i want click to call feature.

        • We Asked, Zoho Delivered: The New Early Access Program is Here

          For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access

        • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

          Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

        • Can the Product Image on the Quote Template be enlarged

          Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

        • Creating Parent Child relationship in Accounts

          We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account

        • Learner transcript Challenges.

          Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in

        • Client and Vendor Portal

          Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and

        • need a packing list feature

          In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

        • Recording the deducted TDS on advance received from Customer (Zoho Books India)

          Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deducted

        • #7 Tip of the week: Delegating approvals in Zoho People

          With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!

        • Admin Tip: Manage sub-domain emails using sub-domain stripping

          As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires

        • Quick Copy Column Name

          Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the

        • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

          Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

        • How do I remove a data source from Zoho Analytics?

          I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?

        • Add Employee Availability Functionality to Zoho People Shift Module

          Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.

        • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

          Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

        • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

          I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm

        • Is Desk Down?

          Across department - always an error. [Status Mode] - error [Table View and the rest] - working

        • How do I change the wording of the tile of SignForm?

          When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

        • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

          Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated

        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

        • Unify Overlapping Functionalities Across Zoho Products

          Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

        • Automation #7 - Auto-update Email Content to a Ticket

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

        • Ticket to article and Ticket to template

          Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template

        • Is there API Doc for Zoho Survey?

          Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

        • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

          Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related

        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful

        • Change the "from" field

          Hello, I used some random word to create the account ID to later host the domain based emails. That username shows up in the "from" field on test emails. How do I change that to a custom one, like first name/last name or business name? I tried to create second user and "named" it the way I want and it worked to a degree, although the "from" field shows all lower case letters, while original had some capital letters. So the "all-low-case" is another issue I am having... Thank you

        • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

        • Zoho Creator to Zoho CRM Images

          Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

        • Error Logs / Failure logs for Client Scripts Functions

          Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that

        • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

          I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices

        • Problem : Auto redirect from zoho flow to zoho creator

          Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

        • Next Page