Published at: 2025-10-30

How to Use Collaborative Approval

I. Object-Oriented Overview

1.1 What is Object-Oriented?

  • Empowers collaborative workflows with standardized PaaS object capabilities, addressing complex CRM-integrated business scenarios.

1.2 How to Identify Object-Oriented Approvals

  • Legacy tenants (Enterprise EI < 772227) use non-object-oriented approvals.
  • New tenants (Enterprise EI > 772227) use object-oriented approvals.
  • UI indicator: Presence of a [Save Draft] button in the approval form creation interface (via Feeds) confirms object-oriented approval. Only object-oriented approvals support draft saving.
  • Note: Migration between non-object-oriented and object-oriented models is currently unsupported.

II. Non-Object-Oriented Approvals

2.1 How to Submit an Approval

  1. Entry Point: Navigate to [Feeds] > [Approvals] > Select an [Approval Type] to access the corresponding layout.
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    Feeds - Approvals

  2. Approval Types & Fields:
    • Prebuilt templates: 10 types including General Approval, Leave, Reimbursement, Travel Request, etc.
    • Custom templates: Admins can create new templates via backend.

  3. Approvers: Defaults to free-flow (ad-hoc) approval. Admins may configure fixed workflows.

  4. Visibility Scope: Defines who can view the approval in Feeds. Admins set default [Cc] ranges during workflow setup.
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    Feeds Management - Approval Template - Edit Workflow

2.2 How to View Approvals

  1. Data Scope: Users see approvals they created or where they’re an approver/Cc recipient.

  2. Actions:

    • Reassign approvers/add Cc recipients (creator only).
    • Cancel uncompleted approvals (<24 hours old).
    • Forward/Discuss: Initiate group chats.
    • Bookmark/Follow: Save to [Favorites] or [Followed].
    • Set reminders, print details, or convert to tasks.
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      Feeds - Approval Feed - More Options

2.3 How to Cancel/Delete Approvals

  • Creators may cancel uncompleted approvals only.
  • Deletion is allowed within 24 hours of submission.

2.4 How to Query, Analyze, or Export Approvals

  1. Admins can filter and export approval data via:
    • Approval Type: Single/all templates.
    • Date Range: Submission/approval time.
    • Employee Scope: Company/Dept./individuals (excludes inactive employees).
    • Status: Agreed/Rejected/Pending/Abnormal/Canceled.
  2. Reports: Export to view approvers and timestamps per node (prebuilt templates only).
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    Feeds Management - Approval Query & Analytics

2.5 Approval Template Management

  1. Prebuilt Templates: Names and fields are fixed, but admins may configure workflows, scopes, and default Cc ranges.
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    Feeds Management - Approval Templates

  2. Custom Templates:

    • Start from prebuilt templates or blank forms.
    • Configure conditional fields (single-select/number/currency) for branching logic.
    • Set mandatory/read-only fields, display numbers in uppercase, or add calculated fields.
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III. Object-Oriented Approvals

3.1 How to Submit an Approval

  1. Entry Point: [Feeds] > [Approvals] > Select [Approval Type].
  2. Fields & Types:
    • Each type (e.g., Leave, Travel Request) maps to a preset object in Object Management, where fields are configured.
    • Approval items (e.g., “Overtime Request Item”) act as objects, replacing non-object-oriented forms.
  3. Workflow: Only free-flow (ad-hoc) approvals supported; fixed workflows disabled.
  4. Visibility: No Cc scope; only creators and approvers can view.
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    Work - Approvals
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    Object Management - Preset Objects
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    Object Management - Overtime Request Item

3.2 How to View Approvals

  1. Data Scope: Creators and approvers only.
  2. Actions:
    • Reassign approvers.
    • Withdraw uncompleted approvals (<24 hours).
    • Initiate discussions.
    • Unsupported: Forwarding, bookmarking, reminders, printing, task conversion.
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3.3 Key Changes Post-Object-Oriented Migration (Tenants EI > 772227)

  1. CRM Approvals: Visible in Feeds (object-based workflows).
  2. Mobile Performance: Approvals display summaries by default; detail view requires opt-in.
  3. Attendance Sync: Leave/Travel approvals no longer auto-update work statuses or sync with attendance rules.
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    Feeds - CRM Approvals
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Collaborative Approval Overview