An Approval Task is a workflow action that pauses a form submission’s processing and sends an approval request to one or more designated users. The approver receives a notification and can approve or reject the record directly from their Creator interface or email. Subsequent workflow steps only execute after the approval decision is made, creating a gate in the process.
Builders specify the approver, which can be a fixed user, a user looked up from a field on the record, or a role-based group. They configure the approval notification message and define what happens on approval versus rejection, such as updating a status field to Approved or sending the submitter a rejection notice with a reason field.
Sequential multi-level approvals are achieved by chaining Approval Tasks in a workflow. The first task routes to a line manager, and once approved, a second Approval Task routes to a department head. If any level rejects, the chain stops and the rejection path executes. This pattern is common in leave management, purchase requisition, and expense approval applications built on Creator.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.