FAQs in this section
What is an Approval?
How do I set up an Approval?
Can I configure approvals for the Inbox module?
How do I delete an approval?
What are the different approval statuses for an approval record?
What is the Approval Status field in a related record?
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 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?

How does an Approval process work in Vtiger CRM?

Vtiger CRM’s approval process allows administrators or process owners to define approval workflows that align with their business processes, including multi-level approval hierarchies. Approvers can be any user or a reporting manager.
When a record meets the entry criteria for an approval process:
  • Rules are processed sequentially, and an approval request is sent to each approver defined in the rule’s approval matrix.
  • While a record is waiting for approval, it is locked and cannot be edited.
  • If an approver rejects the request, the process stops, and final rejection actions are executed.
  • If the record is approved at all levels, the process completes, and final approval actions are executed.
To know more about Approvals, click here.

 
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