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Approval rules
In this video, learn how to add extra control to your workflows by determining which actions need approval and who can grant approval.
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1.
How do you set an approval rule for an action in Studio?
Go to “Approval rules” in the menu bar then complete the required fields
Click "Automation" settings and create a new automated action with the "Approval Required" trigger
In the relevant view, click the button you want to apply the rule to
From the “+ Add” tab, drag and drop an “Approvals” component to the view
2.
What does “Exclusive approval” mean?
Only one specific user can be designated to approve a particular action, and no other approval steps can be added
A user who approves one step in a multi-step approval process cannot approve any other step for the same record
It means that the approval step requires a special password or code that only authorized users possess
It means that once an action is approved, it cannot be rejected or revoked by any user, regardless of their approval level
3.
What happens if an unauthorized employee tries to confirm a purchase order that requires approval?
The purchase order is automatically sent to the finance department for review
An email is immediately sent to the company owner for approval
The purchase order is saved as a draft and cannot be submitted until reviewed by an administrator
An error message is displayed to the employee, and an activity is created for the designated approver
