【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

        • Ability to Filter Alias Mailboxes in Zoho Recruit

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account

        • Automatic Department and Employee Sync Between Zoho One and Zoho People

          Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

        • Prefered Bin Missing in android APP

          Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.

        • Open Sans Font in Zoho Books is not Open Sans.

          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

        • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

          As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

        • Reusable Jira Connection for Multiple Zoho Projects Imports

          Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for

        • Zoho invoice doesn't support Arabic language

          I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

        • Recurring Invoice Placeholder Not Updating Billing Period

          Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based

        • Related list Mobile Device

          Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts

        • Can't update the company address in zoho invoice

          Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.

        • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

          We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.

        • 【Zoho CRM】作業リスト機能リリースのお知らせ

          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、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能　概要 機能①　自分の未完了の活動 機能②　処理待ち 機能③　自分の作業リスト 作業リスト機能　概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。

        • SalesIQとPageSenseの利用について

          初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

        • Parent-Child Tickets using API or Deluge

          Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

        • Closing connected ticket after closing WA conversation

          Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still

        • Note sync turn off

          Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)

        • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

          I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however

        • 2025 in Review: Powering Field Services Forward—One Feature at a Time

          As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams

        • API Support for Creating Invoices with Batch-Tracked Items

          Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

        • New to automation - please help

          Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

        • Unable to Create Zoho Booking via the Book Appointment API

          Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

        • Task Details on task template

          When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?

        • Building Toppings #3 -Testing and publishing Bigin toppings

          Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate

        • markdown files?

          How can I import a markdown file into a note?

        • Mail to Zoho Notebook

          In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please

        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

        • Growth You can Count On: Zoho Billing's 2025 Journey

          As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise

        • Need help with creating workflow with Bigin and Clickup

          Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social

        • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

          Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

        • Create / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?

          I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, add

        • Plans to allow more columns of monitoring, and monitoring not only your own channels?

          Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the social

        • Unwrapping the best practices for the Zoho Desk mobile app: Part 1

          In focus: Empowering the field and frontline customer support representatives Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handle

        • dealing with post dated cheques

          Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

        • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

          In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right

        • Paid Support Plans with Automated Billing

          We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

        • Bug Report: "Name A-Z" sorting fails when Note titles start with an Emoji

          Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks). I use emojis at the start of my note titles for visual organization. The Issue: When I set the view to Sort by: Name (A to Z), the sorting logic breaks for any note starting with

        • Copy & Paste not working

          I could create and save 10 new documents but when I go to copy and paste content (just text) into them, only 1 of 10 would save the content. It would appear to save the content but when I go back into the documents, they are empty.

        • Currency for Petty Cash

          Currencies for Petty Cash should be available

        • editing/applying online payments

          We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because

        • Contacts per department

          Hello, Is it possible to limit Contacts to a Department? Thanks

        • Next Page