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Node Approver

Introduce what is the node approver in short.

Updated over a week ago

What is the Node Approver?

An approver is responsible for receiving and reviewing data in a workflow. You can add several approvers to each node.


What Does It Look Like?

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.


How to Set the Node Approver?

Step 1 Entering the Setting Page

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.

Step 2 Choosing the 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.


When to Set the Node Approver?

  • 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.


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👉I can't wait to SET THE NODE APPROVER.

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