Approval workflows

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.

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How it works

1. An operator triggers an action that requires approval.
2. Instead of executing immediately, an approval request is created.
3. Team members with approval permission are notified and can review the request.
4. Once approved (or rejected), the action either executes or is cancelled.
5. The request moves to History for audit purposes.

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The approval workflow screen

Navigate to the Collaboration tab → Approval Workflow to access the approval queue. Requests are divided into three lists:

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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.

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Filtering approval requests

For large teams with high request volumes, use the filter panel to narrow the list: Multiple filters can be combined for precise results.

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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.

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Configuring approval workflows

Approval workflows are configured in Project Settings → Roles. For each role, configure each action’s approval behavior: