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 approval process.
An approval process is a workflow that lets a user approve/reject the record submitted through a form in a sequential order. The admin of the application can create the approval workflow by specifying the criteria based on which records will be sent for approval, setting multiple levels of approval, and assigning an approver for each level. You can also set the action(s) to perform on approval and rejection.
Note: Approvals will not be triggered when records are added through a form that has been published.
For example, if your company requires the employees' trip expense reports for managers to approve, you can automate this process in Creator. In this scenario, you can create an approval process for all employees in your office. It specifies that expenses less than $100 are automatically approved, expenses $100 and over requires the team lead's approval, and expenses over $5,000 require additional approval from the manager.
As another example, if your company requires the employees leave a request for managers to approve, you can automate this process in Creator. In this scenario, you can create an approval process for all employees in your office. It specifies that leave requests less than a day are automatically approved, more than a day requires the team lead's approval, and continuous leave for more than five days requires additional approval from the manager.
The following steps are involved in setting up the approval process:
- Create approval workflow
- Add approver
- Configure actions for approval