by Urdhva Tech

Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.

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Automate your approval process in SuiteCRM

Often in business, you require multiple levels of approval from decision-makers for certain records and requests. Approval processes are standardized within companies to dictate how the submitted work should be approved and rejected. It becomes tedious to filter the records and send them for approval manually. Also, these processes are slow, inefficient, and cause delays due to miscommunication or a huge pile of records to be processed.

Though most organizations are now starting to adopt approval processes, they still aren't actively automating these processes, which can lead to decreased productivity and accountability. Approval processes are very important for an organization because they are a powerful mechanism to control an internal process that needs to be completed as part of a business process.

How it Works

The Approval Process add-on for SuiteCRM simplifies and automates the entire approval process. It enables a user to approve/reject a record the admin has set by specifying the criteria based on which records will be sent for approval, setting multiple levels of approval, and assigning an approver for each level. You can also set the action(s) to perform on approval and rejection.

SuiteCRM approval record locked

Set up an approval process

An approval process automates how records are approved in SuiteCRM. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. The process can be set up for any module, along with multiple rules/conditions and the order in which the users should approve. The approval process can trigger on satisfying the rule criteria on Record creation as well as Record updation.

Set up approval process for SuiteCRM

List of approval request

On the busy schedule of users with a pile of work to be addressed, Users won't miss any approval request by getting an approval email notification as well from the CRM's Approval Jobs Listview and the Dashboard. The approval request notifies the recipients that a record was submitted for them to approve. The list of records shows data with all the statuses from Pending, Submitted, Approved, Rejected etc. Users can filter the list to show all the approval jobs which are in pending state, which requires his attention.

SuiteCRM approval process list

Respond to the locked record

When criteria matches for an approval process, the record will be locked from edit. Any further updation or edit either from SuiteCRM interface, script or API will be ignored. The process will send a notification to the approver. From the list view or dashboard, the user can identify the records that are seeking his approval. Users can directly jump to the detail view of the record to respond.

SuiteCRM approval process locked record

Approval request email notification

When a approval request is created and assigned to an approver, it automatically sends e-mail notification with all the necessary information with the link to the record in CRM. The Approval process during its life cycle from being approved or rejected travels many approvers one after other, which not only sends an assignment notification email but there are multiple options to set up an notification on Actions on Approval and Actions on Rejection. Some of them are Email to requester, Email to additional recipients, Rejection email to (Requester, Requester's Manager, Everyone Approved) and Approval email.

SuiteCRM approval process email notification

Respond to the approval request

Users either can respond directly from the detail view of the record or from the Approval Job view. In detail view, Approver will have a button to respond as well as a list of other approvers of the same record. The user can respond to the record by the action of Approve, Reject, or Delegate it to other users with extra information in the description field which will popup when you click on any of the action. If any of the users reject the record all other remaining requests will be void.

SuiteCRM Approval Process respond to approval request

Important Notes:

If you are using Approval Process add-on and planning to install SecuritySuite (Professional/Enterprise/Enhanced) version.

---------------OR---------------

If you upgrade your SuiteCRM, kindly get the latest Approval Process package from the SuiteCRM Store.

There are some files in common which have changes by both add-ons:

  • data/SugarBean.php

In order to get the SecuritySuite add-on installed, please get in touch with us over email or Skype and share the SuiteCRM version and SecuritySuite version you are planning to install.

Email: contact@urdhva-tech.com
Skype: urdhvatech

Once you share with us this information, we will soon be sending you the updated package of Approval Process, which you can re-install and start using the add-on again.

Have Questions?

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About Urdhva Tech

Urdhva Tech is a leading provider of SuiteCRM consulting, implementation, training and customization services located in Ahmedabad, Gujarat India. We continuously endeavor to deliver world-class SuiteCRM development services that help develop a competitive advantage for your business. We have amongst us, some of the best SuiteCRM developers having sole experience of 10+ years on SugarCRM, who can help you in streamlining business processes and reducing operational overheads. Our services are not only cost-effective but also best in terms of quality.

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