Can I set up multi-stage approvals?

Yes, you can set up custom approvals if you want more than two stages of approval for a record. However, if your organization has a two-level approval process, you can opt for the hierarchical approval option.

Custom approval is based on a level-based hierarchy. The submitted report will first have to get approved by the Level one Approver, followed by the Level two Approver, and so on.

To enable and create a new custom approval flow:

  1. Click Admin View.
  2. Click the icon in the top right corner.
  3. Go to Approvals under Automation.
  4. Click the module for which you want to enable custom approvals and select Custom Approval.
  5. Click + New Custom Approval.
  6. You can configure the criteria based on which the approval flow will be triggered.
  7. Next, select any of the following approvers to configure an approval flow:
  • Submits To: It refers to the default approver of the user. It follows the reporting hierarchy in your organization.

  • Choose an approver manually: Select an approver manually from the existing users.

  • Project Head: This option is selected in case a particular report is associated with a project and needs the approval of the Project Head.

  • Project Heads of Expenses: It refers to the Project Heads of all the expenses in a report or a trip.

  • Department Head of the logged-in user: It refers to the Head of the Department to which the owner of the report belongs.

  • Department Head: Approver will be the Department Head of the department you choose.

  • Choose a Lookup Field: Approver will be the user selected in the lookup custom field you have chosen.

    You can remove an approval flow by clicking the (-) icon in the right corner of the flow.

  1. Click Save. Now, your approval flow has been created.
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