Node Approver
Introduction
An approver is responsible for receiving and reviewing data in a workflow. You can add several approvers to each node.
Application Scenario(s)
- In the case of material procurement, set a procurement manager as the approver to review procurement applications.
- In the case of new product development, set multiple department heads as the approvers to review products.
Preview
Take the vehicle application form as an example: After you set an approver at a workflow node, the workflow will flow to the approver you selected for approval.
Setting Procedure
Where to Set
Select a workflow form and click Workflow. Then select a task node and go to Node Properties > Basic to set the approver.
Note:
You cannot set approvers for the start or end nodes.
Approval Type
There are two types of approval:
- Regular Approval: You can set an approver for each node. Then the workflow will flow to the corresponding approver for approval.
- Sequential Approval: After you initiate a workflow, sequential approval allows the workflow to transfer from your direct department head to the approval endpoint within a task node.