FAQs in this section
How do I set up an Approval?
How do I reject an approval request in Vtiger CRM?
Can a rejected approval request be resubmitted?
What is the relation between Approval status and the watermark on the document?
Can I edit the approval record whose status is Waiting for approval?
Can I add a group for an approver?
Why does my PDF document show a Not Approved watermark, and why am I unable to print it?
How many approvers can be set up for an approval rule?
How do I submit Approval?
How does an Approval process work in Vtiger CRM?
What does the Auto Canceled status mean in an approval record?
What is the feature availability of Approvals?
Can I cancel an approval request after sending it?
What is an Approval?
What are the different approval statuses for an approval record?
What is the Approval Status field in a related record in Vtiger CRM?
Can I configure Approvals for the Inbox module?
How do I delete an approval in Vtiger CRM?

How do I approve or reject a record?

An approver can approve or reject a record in the following ways:
  • From an Email: When an approval record is sent, you (as an approver) will receive the notification in your email. You can directly approve or reject the record from the email notification.
  •  From Actions: You will also receive a notification when a record is submitted for approval in the CRM under the Actions module.
  • From a Related Record: You can approve the record from the related record by clicking the Approve or Reject buttons.
  • From Approval record’s List View:
    • You can approve or reject a record in the List View of Approvals module. All you have to do is hover over an approval record and click the click the approve or reject icons
  • From Approval record’s Summary View:
    • You can also approve a record in the Summary View. You can find the Approve and Reject buttons when you open a particular approval record that has been submitted.
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