FAQs in this section
Why is there a watermark on my document?
Can I add a group for an approver?
Can I configure approvals for the Inbox module?
Can I edit the approval record whose status is 'Waiting for approval'?
How do I delete 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?
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 does the Auto-canceled status mean in an approval record?
What is an Approval?
What is the Approval Status field in a related record?
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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