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.