The Approval Workflow feature lets your team ensure that sensitive or high-impact actions are reviewed before they execute. When an action requires approval, it is held in a queue until a qualified team member approves or rejects it.
This is especially valuable for large teams that need structured, controlled decision-making, ensuring every critical action is reviewed and audited.
How it works
- An operator triggers an action that requires approval.
- Instead of executing immediately, an approval request is created.
- Team members with approval permission are notified and can review the request.
- Once approved (or rejected), the action either executes or is cancelled.
- The request moves to History for audit purposes.
The approval workflow screen
Navigate to the Collaboration tab → Approval Workflow to access the approval queue. Requests are divided into three lists:
| List | Description |
|---|
| Created | Approval requests you have submitted and are pending review |
| To review | Requests you have permission to approve or reject |
| History | All processed requests (approved or rejected) |
Reviewing a request
Click on any approval request to open a modal showing:
- The action that was triggered and its name.
- The target record the action applies to.
- The form values entered by the requester (if the action has a form).
After reviewing, you can:
- Approve, the action will execute immediately.
- Reject, the action is cancelled; the requester is notified.
- Comment, leave a note explaining your decision.
Once processed, the request moves to History.
Filtering approval requests
For large teams with high request volumes, use the filter panel to narrow the list:
| Filter | Description |
|---|
| Action | Filter by the name of the action |
| Requester | Filter by the team member who submitted the request |
| Team | Filter by the team associated with the request |
| Creation date | Select a date interval |
Exporting approval history
Click the Export button in the History section to download a CSV of your approval requests over a given time period. The file will be sent to your email.
Configuring approval workflows
Approval workflows are configured in Project Settings → Roles. For each role, configure each action’s approval behavior:
| Permission | Effect |
|---|
| Require approval | Operators in this role must request approval before the action executes |
| Approve | Operators in this role can approve requests submitted by others |
| Self Approve | Operators in this role can approve their own requests |
Approval workflow configuration is available to admins in Project Settings → Roles. Operators cannot modify these settings.
