š”Configuration of this feature is available to users with the ADMIN role only.
Case Approval Templates allows you to select request types, manage approvers, and dynamically configure approval workflows for your organization. š„
Getting Started
To get started, open or create an approval in a case. Under the Approval Request Type, click on "Manage Type". You can customize approval types here by enabling or disabling them and defining a single template for each.
š”Note: Only one Approval Template can be linked to an Approval Type.
How do I Add or Create an Approval Template?
To add an Approval Template to an approval type, click on "+ Create Template " beside an existing Approval Type.
You can also create an Approval Template from a New Approval Type. Simply click on "+ Add Type" and fill out the Approval Title and Description.
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Managing an Approval Template
Upon adding or creating an Approval Template, you can add details to your Approval Templates' Title and Description using Merge Fields.
Adding Documents to an approval Template
Drag and drop documents to upload them or select existing company documents.
Managing approvers on an Approval Template
Click on "+ Add Approver" to add an approver to your Approval Template. You can select an approver based on:
User Type
Case Owner
Case Employee
Contact Types
or add a new approver by clicking on "Specific Person" and typing in their name and selecting them. You can also add a new approver by clicking on "Add new approver" and filling out the following details:
Email*
First Name*
Last Name*
and clicking "Save".
Drag and drop approvers in an Approval Template to rearrange them.
To delete an approver, click on "..." beside an approver and select "Delete".
How do I edit an existing Approval Template?
You can edit an existing Approval Template by clicking on "View Template". Make the necessary changes and click on "Save".
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