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To define approvals, please navigate to the Approvals category.
Approval tickets
In SimpleOne, once a task requiring authorization is raised, it goes to the authorization stage. For this, approval tickets should be sent to all persons responsible for the
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approval. In such a ticket, every recipient is proposed to approve or reject a request.
Approvals
In this list, you can find all the approvals that have worked in the system. Please be noted that it "the approvals" not equal to "the approval tickets", one approval may contain a number of the approval ticket to approve.
To view this list, please navigate to the Approvals → All.
| Field | Description |
|---|---|
| Approver | A reference Reference to the user who is responsible for approving the related record. |
| Item | A reference Reference to the item that was processed by the approval rule and approved or rejected. |
| State | Approval state. Available choice options:
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| 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), |
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- Navigate to the Approvals → Approval Rules;
- Click New, fill in the form, and click Save.
Approval Rules form fields
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