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Approval Step

Create transitions such that a user or group can approve or reject a request.

Approval Step

Requests can be assigned to a single user or can be routed based on the value of a field (e.g. requests are routed to the manager of the appropriate department for approval). Or, requests can be assigned to a group.

The approval step can be configured to capture who approved the request and the date and time the approval was given for use in reports.

Approval Fields

Get detailed steps in the Approval Step Knowledge Base article.