Creating an approval involves three steps: entering basic information, designing an approval form, and designing an approval process. This document will show you how to design an approval process.
I. Function verview
Lark's pproval feature allows you to design flexible approval processes. You can design rules for each approval step, approvers, approval methods, and approval permissions. You can also design different approval processes for different situations. For example, you can design awhere leave requests less than 2 days only employee's direct supervisor w 2 days require approval f supervisor and the HR department.
In Approval Admin, go to Process Design by selecting Create a new approval or Edit an existing approval. The system will set up a default approval step which you can flexibly modify with a wide range of approval processes to meet your needs.
Set an pproval tep
Click an approval step to settingsapprovers, form permissions, and action permissionson the right.
1. Set approver
Approver settings include step type, approver, approval method, and cc settings.
(1) Step type
The default approval method is manual approval. You can also select auto-approve or auto-reject. When manual approval is not required, the system automatically performs the step.
You can select 8 approver types:
Managerhighest-ranking manageral structureapprover and the approval descends through lower levels.
Department (bottom up): The applicant's direct department is the first and the approval a through higher levels.
Department (top down): The department at the highest level in the is
Role: Specify personnel a functional departmentsuch as HR, administration, finance, legal or IT You can also
Specify member: process can specify the approver.
Applicant's choice: The applicant can choose the approver when submitting a request.
Successive managers: After the request is initiated, it will advance level by level through the company's organizational structure until it reaches a level.
If the approver is left blank, the approval owner or a member
(3) Approval method
When multiple approvers are set or selected by the applicant, needs to
Anyone assigned: Only one approver
You can 6 types of
2. Form permissions
The form permission settings determine form content that can be viewed or edited for the current step. This is mainly used to protect private information
View: Specifies form fields approvers can view in this step.
Edit: Specifies form fields
3. Operation permissions
The operation permissions
Transfer: The approver can transfer the approval to another employee.
Add/Remove pprover: An approver can add another employee as an approver to ensure the approval decision is correct. The additional approver can be added before, along with, or after the current approver
Roll back: If the approver disagrees with the decision made in a previous step, he can send the request back to a specified approval step. A request can be rolled back in 2 ways: It can be rolled back to a specified step and all subsequent approvers must re-approve. The request can also be rolled back to a specified step and, when re-approved there, returned directly to the current step.
In addition, you can set
Now you know how to design a basic approval process. Based on the needs of your team, you can design more complex approval processes by adding more steps and conditional branches.
Set ore teps
Click the + symbol between and select Approver to add a new approval step at t position. Configure the approver, form permissions, and operation permissions for this step as described above to set and create a multi-step approval process.
Set onditional ranches
You can use conditional branches to implement different approval processes in
1. Set ranch: Click the + symbol between
2. Set condition
Q: What is the difference between the approver
- When (bottom up) is selected, the applicant's direct is the first and the approval a through higher levels. When (top down) is selected, the at the highest level in the is the first and the approval descends through lower levels.
For example, assum John's direct is Mary, and Mary's direct is Paul. If you select (bottom up), John must be approved by Marythen Paul. If you select Supervisor (top down), must be approved by Paulthen Mary.
Q: What are the differences between adding an approver before, along with, or after the current approver?
Before: The new approver is added before the current step, so
Along with: The new approver is added in the current step and both approvers must approve the request.
After: The new approver is added after the current step and the request is approved in the current step by default.
Q: What is the difference between conditions and condition groups?
In a step, multiple condition groups are connected by an OR" relationship. When a request satisfies the conditions of one condition group, it enters the corresponding branch.
In a condition group, multiple conditions are connected by an "AND" relationship. Only by meeting all the conditions can a request enter the corresponding branch.
Q: What fields can be used as branch conditions?
A: Not all fields can be used as branch conditions. Currently, the following fields can be used as such conditions: applicant, some components (including