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?
How do I approve or reject a record?
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?
Can I configure Approvals for the Inbox module?
How do I delete an approval in Vtiger CRM?
Why are the Approve/Reject buttons not showing for a record that is submitted for Approval?
Can I attach documents when submitting a record for approval?
What are Approvals for Inventory in Vtiger CRM?
Why are approvals required in Inventory modules?
What conditions can trigger an inventory approval?
What are Approvals for Field Sales in Vtiger CRM?
Can field sales agents submit approval requests from the mobile app?

What is the Approval Status field in a related record in Vtiger CRM?

The Approval Status field in a related record indicates the current stage of the approval process. This field is automatically added to a record when its module is linked to at least one active approval process.
Once a record is submitted for approval, the field displays one of the following statuses:
  • Not Applicable: The record does not meet the entry criteria for any approval process.
  • Not Submitted: The next-level approver cannot be determined or assigned (for example, if assigned to a group) or the record is closed.
  • Waiting for Approval: The record is waiting for the approver’s action.
  • Approved: All approvers have approved the record.
  • Auto-approved: The record meets the entry criteria but does not match any process rules.
  • Rejected: One or more approvers have rejected the record.
  • Canceled: The approval process has been canceled by an approver.
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