Approval Process
Approval Process
Automation
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Approval Process
In any sales process, there may be stages wherein you will be required to get an approval for work such as budgets, invoices, marketing initiatives and the like, from colleagues at different levels of the organization. Automating the process of sending work for approval will help to speed things up.
However, companies can automate the process of sending approval requests in Zoho CRM with the help of an approval process, which is a workflow that makes it possible for companies to automate the process of sending records for approval.
In this video, we will show you how to configure the approval rule and automate the process of submitting records for approval.
Approval Process Useful link:
What factors can you specify in an approval process?
Which records will be sent for approval
Incorrect
Sorry! You must specify who will approve the approval process.
Who will approve them
Correct
Well done! In an approval process, you can specify who will approve them.
If you create multiple rule entries in a single approval process, they should be reordered based on priority.
True
Correct
Well done! If you create multiple rule entries in a single approval process, they should be reordered based on priority.
False
Incorrect
Sorry! If you create multiple rule entries in a single approval process, they should be reordered based on priority.
If a record meets more than one rule entry, it will be submitted for approval based on:
Priority
Incorrect
Sorry! The record, in this case, will be submitted based on the first rule entry that it matches.
First rule entry that matches
Correct
Well done! The record, in this case, will be submitted based on the first rule entry that it matches.
When can a rule be executed?
When a record is created or edited
Correct
Well done! A rule can be executed when a record is created or edited.
Only created
Incorrect
Sorry! A rule can be executed when a record is created or edited.
Only edited
Incorrect
Sorry! A rule can be executed when a record is created or edited.
Which of the following happens when the approval order is sequential?
All the approvers approve a record simultaneously
Incorrect
Sorry! Only after first user approves will the second user be able to approve
Approval happens based on the sequence in which the approvers are selected
Incorrect
Sorry! Only after first user approves will the second user be able to approve
The next approver only gets the alert after the record is approved by the first approver
Correct
Well done! Only after first user approves will the second user be able to approve
Which of the following happens when the approval order is parallel?
The users approve the work one after another
Incorrect
Sorry! All the users need to approve the work simultaneously
All the users need to approve the work simultaneously
Correct
Well done! All the users need to approve the work simultaneously.
A task can be assigned to the approver.
True
Correct
Well done! A task can be assigned to the approver.
False
Incorrect
Sorry! A task can be assigned to the approver.
Field update cannot happen after the final approval.
True
Incorrect
Sorry! Field update can happen after final approval.
False
Correct
Well done! Field update can happen after the final approval.
Which of the following actions can be performed after the final approved?
Assign task only
Incorrect
Sorry! You can perform other actions too after final approval.
Email notification only
Incorrect
Sorry! You can perform other actions too after final approval.
Field update only
Incorrect
Sorry! You can perform other actions too after final approval.
Call webhook only
Incorrect
Sorry! You can perform other actions too after final approval.
Call function only
Incorrect
Sorry! You can perform other actions too after final approval.
All of the above
Correct
Well done! You can perform all the above actions after final approval.
A field cannot be updated after the record is rejected.
True
Incorrect
Sorry! A field can be updated after the record is rejected.
False
Correct
Well done! A field can be updated after the record is rejected.
An email alert can be sent upon rejection to
Requester only
Incorrect
Sorry! It can be sent to the managers and the requesters.
Requester's manager only
Incorrect
Sorry! It can be sent to the managers and the requesters.
Manager and the approvers
Correct
Well done! It can be sent to the managers and the requesters.
Different emails can be sent to the requester and the requester's manager or approver when a record is rejected.
True
Incorrect
Sorry! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.
False
Correct
Well done! Different emails cannot be sent to the requester and the requester's manager or approver when a record is rejected.
Approval process allows us to:
Send a personalized message upon approval and rejection
Incorrect
Sorry! This is only one of the many aspects that can be performed.
Automatically send records for approval
Incorrect
Sorry! This is only one of the many aspects that can be performed.
Set a predefined order in which the approvers can approve a record
Incorrect
Sorry! This is only one of the many aspects that can be performed.
Update fields automatically upon approval and rejection
Incorrect
Sorry! This is only one of the many aspects that can be performed.
All of the above
Correct
Well done! Approval process allows us to do all of the above.
What does a rule criteria allow you to do?
Send only those records that meet the criteria for approval
Correct
Well done! It allows you to send only those records that meet the criteria for approval
Prevent all the records from being sent for approval
Incorrect
Sorry! It allows you to send only those records that meet the criteria for approval
All the above
Incorrect
Sorry! It allows you to send only those records that meet the criteria for approval
None of the above
Incorrect
Sorry! It allows you to send only those records that meet the criteria for approval
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