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Approval flow configuration

Configuring the Approval Process

You may configure the Approval process for your database sheets in Ragic for all users in your account.

Configure the approval flow of a form by going to Design Mode. You will see a checkbox in the lower right corner.

Hovering on this checkbox will display a dialogue box where you can configure the approval flow for the form.

This dialogue box can also be opened from the Form Tools menu.

From this box, you can add as many approval steps as you would like.

Set the Approver Title you wish to use for an approval step such as "Purchasing Manager", or "Project Manager". The Name field is where you will input the approver name for each approval step.

You may select an approver name from the Users in your account. 

If an approver can be anyone from a certain user group in your account, you have the option to select a user group instead. 

If the approver must be a user's direct supervisor, you can choose the option Direct Supervisor under the Company Organization Tree menu.

To set the approver to the user's supervisor's supervisor, you can choose the option Supervisor of Supervisor.

To include the supervisor of the specified user in the previous step of approval flow, you can choose the option Supervisor of Previous Approver.

Please note that you will need to fill in the information in the system sheet User for the system to correctly identify user supervisors. If you don't have the field Direct Supervisor in your User sheet, please contact support@ragic.com for more information about how to update the default system sheets.

Below are some additional settings you can configure for your approval flow:

Strict identity verification: Verify user identification when pending approval. You may have to set this option to comply with local laws, for example, FDA 21 CFR Part 11.

Allow users to reject approval: Users will be able to reject the approval.

Lock record when approval starts: The record will be locked once the approval process starts.

After you finish setting up the approval steps, don't forget to Save the changes made in Design Mode.

Setting up Rules for the Approval Flow

You can create rules to skip approval steps according to the values in

the record. Click Set rules under the Gear Icon.

For example, you can create a rule stating that only orders totaling more than $1000 require sales manager approval.

Otherwise, the approval process will skip that step.

Using the Approval Flow

The approval steps you have set for the form will show up in all user entries. Once an entry is saved, clicking the Start Approval button will begin the approval process.

You may refer to this guide for further information on how to use the Approval Flow function in Ragic.

Deputy Approval

You can assign a deputy user for users in your system sheet User so that the deputy has permission to approve or reject approval requests during the user's absence. For detailed information, you may refer to this article regarding deputy approval.

To maintain approval flow when you are on leave, make sure to tick the Notify Deputy checkbox so that your deputy will receive approval request notifications and E-mails to assist with the matter on behalf of you. About Personal Settings, please refer to this page.

Please note that you will need to fill in the information in the system sheet User for the system to identify the deputies for each user. If you don't have the field Deputy in your User sheet, please contact support@ragic.com for more information about how to update the default system sheets.

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