I. Object-Oriented Explanation

1.1 What is Object-Oriented?

• Provides standard PaaS object capabilities for collaborative business processes, addressing complex scenarios where CRM operations integrate with customer workflows.

1.2 How to Identify Object-Oriented Collaborative Approvals

• Legacy tenants (Enterprise Ei < 772227): Use non-object-oriented approvals.
• New tenants (Enterprise Ei ≥ 772227): Use object-oriented approvals.
• UI indicator: In Feeds, if the “Save as Draft” button appears when creating a new approval form, it indicates object-oriented approval. Non-object-oriented approvals lack this feature.
• Note:
  • Object-oriented approvals support “Save as Draft”; non-object-oriented ones do not.
  • Migration between the two types is currently unsupported.

II. Non-Object-Oriented Collaborative Approvals

2.1 How to Submit an Approval

1. Submission entry:
   • Navigate to Feeds → Click Approval → Select the approval type to access the corresponding layout.

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Feeds - Approval

1. Approval types & field layouts:
   • Prebuilt approvals (10 types): General approval, leave request, expense reimbursement, travel reimbursement, business trip request, overtime request, advance payment, payment, discount request, attendance correction.
   • Custom approvals: Admins can create additional types via backend.
2. Approvers:
   • Default: Free-flow (ad-hoc approvers).
   • Admins may configure fixed workflows.
3. Distribution scope:
   • Defines visibility in Feeds.
   • Admins can set default Cc recipients during workflow setup.

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Feeds Management - Approval Template Management - Edit - Configure Workflow

2.2 How to View Approvals

1. Data scope: Users see approvals they created or where they are approvers/Cc’d.
2. Actions:
   • Replace approver/add Cc: Creators may modify approvers/Cc post-submission.
   • Cancel: Available for incomplete approvals (<24h old). Canceled approvals can be resubmitted.
   • Forward/discuss: Initiate group chats or forward to existing ones.
   • Bookmark/follow: Add to Favorites or Followed.
   • Reminders: Schedule timed alerts via Chats.
   • Print: Export approval details.
   • Convert to task: Turn approval items into actionable tasks.

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Feeds - Approval Feed - More Options

2.3 How to Cancel/Delete Approvals

1. Creators may cancel only incomplete approvals (not finalized ones).
2. Deletion is allowed within 24h of submission.

2.4 How to Query, Analyze, or Export Approvals

1. Feeds admins can query and export approval Reports.
2. Filters:
   • Approval type: Single/all types.
   • Date range: Submission/approval time.
   • Employee scope: Company-wide, individual, or Dept.. Inactive employees require manual filtering post-export.
   • Status: Agreed, rejected, pending, exceptional, canceled, or all.
3. Reports: Export prebuilt approval templates with current approver details (custom templates exclude this).

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Feeds Management - Approval Management - Query & Statistics

2.5 Approval Template Management

1. Prebuilt templates:
   • Names and form fields are fixed.
   • Admins may configure workflows, applicability, and default Cc.

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Feeds Management - Approval Template Management

1. Custom templates:
   • Use prebuilt forms or create blank ones with custom fields.
   • Conditional approvals: Single-select, numeric, and currency fields can trigger workflow branches.
   • Field settings: Required/read-only, numeric/currency uppercase display, calculated fields.

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III. Object-Oriented Collaborative Approvals

3.1 How to Submit an Approval

1. Submission entry: Same as non-object-oriented (Feeds → Approval → Select type).
2. Approval types & field layouts:
   • Each type (e.g., leave/overtime requests) maps to preset objects, configurable in Object Management.
   • Approval items (e.g., “Overtime Request Item”) replace non-object-oriented forms.
3. Workflow: Only free-flow (no fixed workflows).
4. Distribution: No Cc—only creators/approvers can view.

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Work - Approval

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Object Management - Preset Objects

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Object Management - Preset Objects - Overtime Request Item

3.2 How to View Approvals

1. Data scope: Creators and assigned approvers only.
2. Actions:
   • Replace approver.
   • Withdraw (<24h, incomplete approvals).
   • Discuss (initiate chats).
   • Unsupported: Forward, bookmark, reminders, print, task conversion.

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3.3 Key Changes for Object-Oriented Tenants (Ei ≥ 772227)

1. CRM approvals: Visible in Feeds (object-based workflows).
2. Mobile performance: Worklist shows summaries by default; detail view requires opt-in.
3. Attendance: Leave/business trip approvals no longer auto-sync with attendance rules.

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Feeds - CRM Approvals