Configure Free Approval

1. Flexible Approval Overview

Flexible Approval is a highly customizable workflow feature that allows you to define different approval nodes and participants based on specific business scenarios. It also supports reminders and approval records to help you better manage and optimize workflows. With Flexible Approval, you can quickly initiate approval processes and improve operational efficiency.

2. Flexible Approval Use Cases

2.1 Leave Request Scenario

• Scenario: An employee submits a leave request, which goes through an approval process involving their Dept. manager and HR before being approved or rejected.
• Process: When the employee submits the request, the system automatically notifies the Dept. manager and HR. They review the leave details and make an approval decision. The system then sends the result to the employee and updates the leave status.

2.2 Expense Reimbursement Scenario

• Scenario: An employee submits a travel expense reimbursement request with relevant details and attachments (e.g., invoices, flight tickets). The request goes through approval by the Dept. manager and finance manager before final approval or rejection.
• Process: After submission, the system routes the request to the Dept. manager for review. Once approved, it proceeds to the finance Dept., where the finance manager evaluates it against company policies. The system then notifies the employee of the result and updates the reimbursement status.

3. How to Create a Flexible Approval

Creation Path:
[Process Management] → [Approval Process Management] → [Flexible Approval] → [Add]

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4. How to Configure Flexible Approval

• Object: Select the target object for this approval.
• Trigger Type: Trigger upon creation.
• Notification Settings:
  • Send interim approval results to the requester: Notifies the requester after each approver’s action (Agree/reject prior nodes).
  • Send final approval results to the requester: Notifies the requester once the process is fully approved or rejected.
• Upon Approval Trigger:
  • Lock data: All data becomes uneditable after triggering (certain Roles/users with unlock permissions can override this on the detail page).
• After Approval Completion:
  • Lock data: Same as [Upon Approval Trigger].
  • Unlock data: Data becomes editable post-approval.

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5. How to Manage Flexible Approval

Management Path:
[Process Management] → [Approval Process Management] → [Flexible Approval List] → [Quick Config, Enable/Disable]

• Configure: Modify existing approval settings (regardless of status).
• Disable: Deactivate the approval.
• Enable: Reactivate a disabled approval.

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