Approval Process

An approval process is a type of workflow an organization uses to approve anything from documents, invoices, budgets, purchase orders, etc. Approval processes also allow to create and/or modify entities including customer records. Creating an approval process means defining the procedures that you will follow to approve or reject work.

An approval process is a type of workflow an organization uses to approve anything from documents, invoices, budgets, purchase orders, etc. Approval processes also allow to create and/or modify entities including customer records. Creating an approval process means defining the procedures that you will follow to approve or reject work.
  • Role Based Approval Process: The approvals can be done by a specific role like assistant general manager, vice president, CEO, etc.
  • Employee Group Based Approval Process: The approvals can be done by employees in a specific group. Anyone from the configured employee group can approve or reject the form submissions.
  • Hierarchy Based Approval Process: The approvals can be done by the immediate manager or everyone in the hierarchy up to the top level.

You can also enable the permissions for an approver to edit the form submission, reinitiate flow, reject after approval, etc.

Elements Of An Approval Process

Form Submission: The process of filling a form and submitting it for further processing is called Form Submission. An approval process usually begins when a user fills a form and submits it for approval.

Approval Levels: Approval levels is the hierarchy that is required for form submission to go through to get final approval. Let's say you have a process that needs multiple approvers from different departments. The step the form submission goes to the next approver from the previous approver is called approval level.

Map Approval Process: Assigning an approval process to a form submission. For instance, a user submitting an expense reimbursement form to claim some amount that needs the manager's approval before it goes for payment. Here, the expense reimbursement form must go for manager approval when a user submits it. Defining this configuration is nothing but Map Approval Process.