Approval Process FAQ Compendium

Q: How can I view all approval nodes in the Approval Opinion section?

• Go to Approval Process Management > Global Settings > Approval Opinion Configuration. You can enable “Expand all processed approval opinions by default.”
• To avoid overwhelming views when many pending downstream nodes exist, the interface shows only the first 3 nodes by default.

Q: Why does a “Respond” button appear under parallel nodes in the approval flow?

• Under a parallel gateway, if one person is assigned as approver for multiple branches, they must handle tasks across different branches simultaneously. The “Respond” button appears so the approver can click it first, then select which specific task/branch to handle.
• The “Respond” button also appears when the approver is a CRM administrator, the data owner, the process initiator, or when the assigned business Role has the “Change approver” permission for the current object. In these cases the user has the right to replace the approver for all nodes, so the “Respond” control is shown.

Q: Why does the approver submitter for a triggered approval flow show as “System”?

• First, check the process definition to see which identity is configured to start the process:
  • You can currently choose either Data Submitter or Data Owner.
  • If the process is configured to start as the Data Submitter, but the data change was performed by the system (for example, via a function or OpenAPI), the approver submitter will be recorded as System.
• Explanation of initiator vs. submitter:
  • If the process starts with the Data Submitter identity: when Data Owner is A and Data Operator is B, both the process initiator and the approval submitter are B.
  • If the process starts with the Data Owner identity: when Data Owner is A and Data Operator is B, the process initiator is A and the approval submitter is B.
• Additionally, the system currently supports configuring a designated user to act as the process initiator when the initiator would otherwise be System.

Q: Can approval process instances be deleted via a function?

• Deleting approval process instances via function is not supported at this time. Approval instances have enterprise administrative attributes after completion; bulk deletion of enterprise data is not recommended.
• If your organization needs to delete rejected or withdrawn approval instances, use CRM Menu > Process Operations & Monitoring to delete them: https://help.fxiaoke.com/dbde/a539/fdba/be4c.