FAQs in this section
What is an Approval?
How do I set up an Approval?
How many approvers can be set up for an approval rule?
How do I submit Approval?
Can I configure approvals for the Inbox module?
Can I edit the approval record whose status is 'Waiting for approval'?
What does the Auto-canceled status mean in an approval record?
Can I add a group for an approver?
How do I delete an approval?
How does an approval process work in Vtiger CRM?
How do I approve or reject a record?
What are the different approval statuses for an approval record?
What is the Approval Status field in a related record?
Why is there a watermark on my document?
What is the relation between Approval status and the watermark on the document?
What is the feature availability of Approvals?
Table of Contents
Supported modules for Approvals:
Process limits:
| Inclusions: Leads, Contacts, Organizations, Opportunities, Cases, Projects, Project Tasks, Assets, Service Contracts, Inventory Modules (Quotes, SO, PO, Invoice, Subscriptions), Events, Payments, and Campaigns. |
| Exclusions: Comments, Inbox, Email Campaigns, Phone calls, Olark, Esign, Mail Manager, SMS Notifier, Tasks, Time Logs, Transactions, Marketing List, Email Sequences, Journey Templates |
- Number of Approval processes - 5 per module
- Number of Approval rules - 5 rules per process
- Overall Process limit - 25 processes
Vtiger’s One Professional edition will now include Approvals with one approval as the limit.
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