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?
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?
How do I submit Approval?
Table of Contents
When a sales/marketing representative creates a record with at least one matching approval process, they are prompted to send the record for approval from the approvers set in the process.
Follow the steps below to submit an approval:
Follow the steps below to submit an approval:
- Set-up an approval.
- Create a record that matches the entry criteria of that approval.
- Enter the necessary details and click Save.
- You can add a note of the approvers in the needs approval window.
- Click Submit button.
- The record sent for approval is locked.
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