Understand approver
- Users
Users refer to application users. The application users are the individuals to whom the application has been shared. Assume the application has been shared with ten users. Zoho Creator enables you to set one or more users among them as approvers. - Role
The approver can be set as a user associated with a specific role. The Select Approver field will list the default roles and the new roles created by you. Selecting a role enables all the users associated with the role to approve or deny the record. - Field
Field refers to the Users field in your form. All Users fields in your form will be listed as approvers. Selecting a specific field enables the users listed on the field to approve or deny the record.
The approver can be either approve or deny a record in the form. The actions associated with the approve or deny option will be executed accordingly.
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
Edit approver
Each approval level in the workflow consists of an approver or multiple approvers. To edit an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name for ...Delete approver
To delete an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name that you want to delete the approver. The approval configuration page will open. Mouse ...Add new approver
To add a new approver: Click Add New Approver block. The Add New Approver window will slide in from the right. Select the approver type. The approver type can be: User - Users that you have shared the application/application users Role - Users in a ...Understand approval process
In an application, when some records/requests require multiple levels of approvals from decision-makers, it can get cumbersome to sort the records and send them for approval manually. Zoho Creator simplifies this task by automating the entire ...Understand portal
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. A Portal is a great way for an organization to allow its external users to log in to their dedicated internal system and ...