Where can I find the records that are awaiting approval?
Records that are awaiting approval can be viewed on the Approval tab of the My Jobs module. You can approve or reject the records from here. If you are a CRM Administrator, you will also be able to view records that belong to other approvers.
As an approver, you can also delegate the record approval to another user.
Note that a record can only be converted, edited, or deleted once it has been approved.
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View Approval History
Approval History gives you a list of records that were submitted for approval. To view the Approval History In your Zoho CRM account, click the My Jobs tab. Click the Approval Process tab. In the Awaiting your Approval page, click Approval History. ...
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, ...
Some records do match an approval process but they have not been submitted for approval. Why?
Records that are created/modified and match rule criteria of a process after creation of a approval process are the ones that will be submitted for approval. If you find that records that match the criteria set but are not submitted for approval, it ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
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 ...