Published at: 2026-09-17
Collaborative approvals overview
Collaborative Approval is used to handle corporate collaboration matters such as leave, reimbursement, business trips, and overtime. Currently, Collaborative Approval is built through object capabilities: administrators configure record types, fields, page layouts, and role permissions in preset approval objects, and employees use the configured forms to initiate and process approvals.
Core capabilities
- Configure different record types and form fields according to approval items.
- Assign record type, page layout, function permissions and data permissions by role.
- The initiator fills out the approval form and freely selects the approver.
- Supports publishing approval, and also supports saving drafts first.
- Initiators and approvers can view approvals related to them and track the processing status.
- Supports search for associations through object field configuration, and can also create approval data through functions based on object capabilities.
Current rules and restrictions
- Collaborative Approval does not configure a fixed approval process and sending scope, and the approver is selected by the initiator.
- Approvals are only visible to initiators and approvers by default.
- Approval query statistics and batch export capabilities are currently not provided.
- Leave and business trip approval will not automatically synchronize employee work status, nor does it support synchronization to attendance rules.
- Page entries, fields and executable operations are affected by organization configuration, role permissions and data status, and are subject to the current page.