Creatio enables the users to submit records for approval by other users who can choose to approve or reject the record. There are two types of approvals based on who the approver is:
-
Approval by a specific employee, for example, a department manager.
-
Approval by an employee of the specific role (user group), such as “Finance department”, “Administration”, etc.
Note
To submit one record for approval to several employees, create an approval for each of them.
By default the approval functions are available in the [Contracts], [Invoices], and [Orders] sections. You can enable approving in any section.
How to approve a record
If someone has submitted a record for your approval, you can approve, reject or forward it to another employee. You can manage your pending approvals with the help of:
-
The notification center on the communicational panel. Read more >>>
-
The [Approvals] tab on the section record page. Read more >>>
-
The action panel of the record page. Read more >>>
Contents
