Simple Approval
In Simple Approval, any one admin or approver from the selected list can approve the transactions of a module. Once approved, users can perform further actions on the transaction.
Enable Simple Approval
To enable Simple Approval for a module:
- Go to Settings in the top right corner of the page.
- Navigate to the module for which you want to enable approval.
- Click the Approvals tab.
- Select Simple Approval under Approval Type.
- Select the Approvers who can approve transactions of this module.
- Configure the Approval Preferences and Notification Preferences as required.
- Click Save.
Approval Preferences
Check Allow approvers to approve the transactions they create if you want approvers to be able to approve transactions they have submitted themselves.
Notification Preferences
Check Send email and in-app notifications when transactions are submitted for approval to notify approvers. Then select one of the following options:
- Notify all approvers when a non-approver submits a transaction: All approvers receive a notification only when a user without approval permission submits a transaction.
- Notify all approvers when an approver/non-approver submits a transaction: All approvers receive a notification regardless of who submits the transaction.
- Notify a specific email address: Send the notification to a single email address. Enter the email in the field provided.
Check Notify the submitter when a transaction is approved or rejected to notify the submitter of the approval outcome.
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