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To define approvals, please navigate to the Approvals category.
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Approvals
| Field | Description |
|---|---|
| Approver | A reference to the user who is responsible for approving the related record. |
| Item | A reference to the item that was processed by the approval rule and approved or rejected. |
| State | Approval state. Available choice options:
|
| Subject | Approve subject (copied from the Item subject). |
| Description | A text field for storing description regarding the approval. |
| Comments | A text field for storing comments regarding the approval. |
| Approval rule | Reference to the approval rule that was run for this approve. |
| Approval set | Approval tickets set number (if there were sent more than one sets of tickets for one record), |
Approval rules
Approval rules are a flexible instrument able to trigger on a predefined event. Approval rules also can automatically create a set of approvers.
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