Configure collaborative approvals

Before you begin

• You need to have CRM Platform Administration and Object Configuration permissions.
• First clarify the approval types, form fields and applicable roles that the organization needs to use.
• Prepare a test role and test account for verification before release.

Configure approval objects

1. Enter CRM Platform Management > Object Management > Default Object Management.
2. Open the default object corresponding to Collaborative Approval.
3. Configure the approval record type to be used.
4. Maintain field and page layouts by record type.
5. Assign record types and page layouts to applicable roles.
6. Configure function permissions and data permissions such as creating, viewing, editing, and processing.
7. Save the configuration.

Verify before publishing

1. Log in to the user-facing interface using a test account.
2. Go to Feeds > Approvals.
3. Check whether the approval type is visible.
4. Review fields, page layout, and ability to save drafts.
5. Initiate a test approval to verify approver selection, data visibility, and processing operations.

Current restrictions

• Approval query statistics and batch export capabilities are currently not provided.
• Approval messages use system default content, and administrators cannot add fields displayed in the message themselves.
• Leave and business trip approval will not automatically synchronize employee work status, nor does it support synchronization to attendance rules.

Related topics

• Collaborative Approval Overview
• Initiate and process Collaborative Approval