Approvals can be defined for all tasks whose workflow may require such a step and ; they allow users and groups to be associated with a task, for the purpose of either approving or rejecting the task.
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To view this list, please navigate to the Approvals → All.
| Field | Description |
|---|---|
| Approver | Reference to the user responsible for approving the related record. |
| Item | 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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To define the approval rule, please complete the steps below:
- Navigate to the Approvals → Approval Rules;
- Click New, fill in the form , and click Save.
Approval Rules form fields
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