Approvals

Approver strategies

Named user, role, team, reporting manager, a field on the record, a field on a related record, the record owner, or a saved query.

Levels and quorum

Levels run sequentially or in parallel. Each level needs any one, all, N of M, or a percentage of its approvers. Matrices and amount bands choose the route from the record's values.

While a request is open

• The record is locked against edits and deletes.
• Approvers see their steps in the inbox and receive notifications.
• SLA reminders and escalation run on a schedule.
• Approvers can approve, reject, return, delegate or reassign; requesters can recall.

After a change

Re-approval rules decide what happens when an approved record changes. Each decision is stored with a snapshot, and snapshots are chained with hashes so the history can be verified. A process can also wait until someone raises the request, so records can stay in draft.