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
- Go to Setup > Process Management > Approval Process.
- In the Approval Process List page, approval processes for all modules will be listed.
- Click on the Module header and select the module whose approval processes you want to reorder.
- Click on Status Icon to activate and disable the Approval Process.
To reorder rules in an approval process
- Go to Setup > Process Management > Approval Process.
- In the Approval Process List page, select an approval processes.
- Click ReorderRules.
This option will be available only when you have multiple rules for the approval process. - In the pop-up, drag and drop the rules and click Save New Order.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
FAQs: Approval Process
What is an approval process? Approval processes allow organizations to streamline the approval of various business activities across Zoho CRM. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, ...Approval Process: an Overview
There may be several instances in your business when certain actions need 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 ...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 ...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 ...