Simple Approval

If you want records in a module to require approval before further actions, but prefer a simple process where any user with approval permission can approve them, you can set up Simple Approval.

Configure Simple Approval

To allow any admin or user with approval permission to approve records in a module, you can set up Simple Approval. Here’s how:

• Go to Settings in the top right corner.
• Click the module for which you want to set simple approval.
• Go to the Approvals tab.
• Click Simple Approval.

Approvers

The users who can approve records in this module will be listed. This list is based on the roles that have permission to approve records in the module. To change the approvers for the module, you need to update the permissions of the roles to which the listed users belong.

Approval Preferences

You can configure the following approval preferences:

• Allow approvers to approve the transactions they create: Check this option if approvers can approver the records they create.

Notification Preferences

You can configure the following notification preferences:

• Send email and in-app notifications when transactions are submitted for approval: Check this option to notify approvers via email and in-app notifications when records are submitted to them for approval. You can further control who receives these notifications using the options below:
  • Notify all approvers when a non-approver submits a transaction: Check this option to notify all approvers when records are submitted by users who are not approvers.
  • Notify all approvers when an approver/non-approver submits a transaction: Check this option to notify all approvers whenever records are submitted, regardless of whether they are submitted by approvers or a non-approvers.
  • Notify a specific email address: Check this option to send approval notifications to a specific email address instead of notifying approvers.
• Notify the submitter when a transaction is approved or rejected: Check this option to notify submitters when their records are approved or rejected.
  
  
• Click Save after configuring the approval.