How will I know if a record is waiting for approval? What actions can be performed on the record?
A system generated email alert is sent to the approvers, stating that a record has been submitted and needs their approval. The approver can check the My Jobs module and check the record and then approve, delegate, or reject it.
The following will apply while a record is waiting for approval:
- The Convert, Delete, and Edit options will be disabled.
- The record can be viewed in the module list view as a locked record. You can identify it by the locked sign.
- The Waiting for approval and Respond (Approve, Delegate, or Reject) options will be available on the detail page.
Related Articles
Can I set an approval process based on a pipeline?
Yes, you can set an approval process based on the pipeline so that the sales agents can only perform actions if the deal is approved. Approval processes can be triggered on creation or edit of record. For example, based on pipeline a deal can be sent ...
Associating Actions for Approval or Rejection
With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...
FAQs on Approval process
1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...
What is waiting period?
It is the amount of time you would like to wait, for a response to your consent email. The organization can set this waiting period. Once this waiting period is exceeded, all processing activities related to the record will be stopped.
Actions Performed On a Record
Create Records You can create records in the supported modules from your Android device. While adding leads and contacts, you have two options: to create a new record or import from Address Book. To create a new record Go to the module (Leads, ...