Custom Approvals Fields & Values

  • Updated

This article defines the available fields and values when setting up custom approvals, which allow the submitter to manually select approvers. These options provide flexibility to include both internal users and external contacts in the approval process.

Fields & Values

This section details the available fields and their corresponding values when configuring a custom approval:

  • Approval type

    • Description: Defines where the approval will be processed.

    • Values: In System, DocuSign

    • Note: Selecting DocuSign requires the DocuSign integration option to be purchased. A submission can include a mixture of In System and DocuSign approvals.

  • User type

    • Description: Specifies the origin of the selected approver.

    • Values: System User, Contact, External

    • Details:

      • System User: Select an approver from your organisation's system users.

      • Contact: Select an approver from the central contact list within the system.

      • External: Manually specify any person as an approver using an email address.

  • Role

    • Description: A free text field used to specify the approver's position relative to the submission, primarily for auditing purposes.

  • Approver name

    • Description: The name of the individual approver.

    • Values: {Free text / Drop-down} \ {System Users, Contacts} 

    • Details:

      • If the User type is System User or Contact, the name is selected from a system drop-down list.

      • If the User type is External, the name is entered as free text.

  • Email address

    • Description: The email address to which the approval request is sent.

    • Values: Free text.

    • Note: If the User type is System User or Contact, this field is auto-populated and locked by the system based on the user's details.

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