setup approval-process in centrahubcrm

Approval Process

field-description

Field Specification of the Approval Process

setup approval-process fields in centrahubcrm
  • 1. Approval Fields:The information related to the Approval Process.
Name

Enter the name of the Approval Process.

Module

Select the module for which Approval is needed from the drop-down list.

Applies to

Select the process for which Approval Process is applied.

Location

From the drop-down list select the location for the Approval.

Is active

Click on the button for the Approval Process needs to be active.

2. Approval Hierarchy: To set up the approval hierarchy.

  • Click on Start. Add level window opens.
setup approval process hierarchy in centrahubcrm
  • On the Add level page, do the following process.
setup approval-process levels in centrahubcrm
Approval criteria

Select the approval criteria from the drop-down list.

Type of user

Select the type of user.( users, roles, hierarchy or level)

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Authorize on update

Click on the checkbox for the updates.

setup action approval-process fields in centrahubcrm
Actions

Click on the checkbox for the kind of notifications to be received.

Type of user

Select the user type from the drop-down list. And move the selected users from the available list to the selected list.

Others

Here you can enter the email and SMS field.

Time limit

Set the time limit for the escalation.

Approval Type

From the drop-down list select the Approval Type.(Send Alert to the user, Auto approve or Auto reject)

Type user

Select the user type from the drop-down list. And move the selected users from the available list to the selected list.

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