Record Approvals
Adding Approvers
-
Go to the report that you want to set approvers for.
-
Navigate to
Approvals
tab >
Approvers
and enable approvals.
-
In
Add Approvers, enter the email addresses of the users within your organization to add them as approvers for the report.
-
To trigger an email to the added users notifying that they have been set as approvers for a report, select
Notify approvers. You can change the default message of the email and click
Add & Notify.
Approval Settings
Under Approval Settings, you can change the default label for the Approve option that appears to the approvers and choose to notify users via an email on record approval.
To do this,
-
Under the Approvals
tab, click
Approval Settings
and change the default label (Approve) as required.
-
To trigger an email to the users within your organization and the respondents when a record is approved, select
Enable email notification on approval.
-
The From address will be the form owner's email address by default. You can change it to notifications@zohoforms.com, add a secondary email address , or use the email address of your colleagues' (Sender Email Address) if they are a part of your Zoho Forms organization or any Zoho group that you are admin/moderator of as the sender address.
If you are planning on changing the default From Address, keep note of the following:
-
Use a valid email address that exists. Using an email address that does not exist may result in using the form owner's email id as the default From Address.
-
It is advisable that you do not use free email service providers as your From Email. Some email servers may categorize emails from these providers as spam.
-
-
Enter the email addresses of the users you wish to notify in the To section. You can change the default
Subject
and
Message
of the email and personalize them by including values from form responses using the merge icon.
-
Click Save.
Denial Settings
-
Under the Approvals
tab, click Denial Settings
and change the default label (Deny) as required.
-
To trigger an email to the users within your organization and the respondents when a record is denied, select
email notification on denial.
-
The From address will be the form owner's email address by default. You can change it to notifications@zohoforms.com, add a secondary email address , or use the email address of your colleagues' (Sender Email Address) if they are a part of your Zoho Forms organization or any Zoho group that you are admin/moderator of as the sender address.
If you are planning on changing the default From Address, keep note of the following:
-
Use a valid email address that exists. Using an email address that does not exist may result in using the form owner's email id as the default From Address.
-
It is advisable that you do not use free email service providers as your From Email. Some email servers may categorize emails from these providers as spam.
-
-
Enter the email addresses of the users you wish to notify. You can change the default
Subject
and
Message
of the email and personalize them by including values from form responses using the merge tag.
-
Click
Save.
How can an approver approve/deny records?
To approve/deny the entries of a report,
-
Navigate to the Entries tab of the report.
-
Hover over an entry and click the ellipsis icon as shown.
-
Click Review. A summary of the entry with the options to Approve or Deny will be displayed.
-
Approvers can additionally:
- Leave comments for each entry in the Comments section and engage in discussions with the other approvers.
- Include a reason to specify why a report has been approved/denied in the Include reason section.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Configuring Approval Settings
Under Approvals > Settings, you can choose to process integrations configured with your form only on successful approval of entries, re-assign approval admin to approve or deny the entries on behalf of the approvers. You can configure the Approval ...Setting up Levels of Approval
You can configure multiple levels of approval to build an efficient approval process. You can add approvers at each level who can review form entries and approve or deny them. To set up an approval level, After building your form, navigate to the ...Creating Reports
Configuring Reports With reports, you can sort and consolidate form data by applying filters on the received entries. This way, you can analyze the data collected better and get your team involved in managing them. You can share the reports publicly, ...Report Scheduler
You can schedule and send reports of form entries as CSV files to your recipients' email addresses or to a third-party storage service on a daily or weekly basis. For example, this can be useful if you want to send your team members a daily/weekly ...Sending Email Notifications in Approval Process
You can set up email notification templates to notify your users and respondents during the approval process. If you choose to add Microsoft 365 users as approvers, you can create a separate email template to notify them when they receive a form ...