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.

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