Spl Approvals Module Configuration

 

This manual will help you understand how the SPL Approvals module works and how to configure it in Vtiger CRM. With this module, you can manage restricted changes and ensure that only the values approved by the Change Supervisor are applied.

• In each user's preferences, you must specify who will be notified about restricted changes.

• If this field is left empty, the module will send notifications to the default user configured in the system.

• Indicate whether it is necessary to send a copy of the notifications to an additional email address. If required, specify the email address that will receive these notifications.

• Determine whether approval notifications will only be visible when the Supervisor logs into the system.
  If you select "No," notifications will persist while the Supervisor navigates through the system, until the change is approved or rejected.

• Configure the values of the fields that will be subject to restrictions. Select the module, the dropdown field, the values to be restricted, and the users or roles that will have restrictions on making changes. Click Save. You can add more restrictions by clicking the More icon.

To learn about the notification process in Vtiger, check the Spl Approvals Notifications manual.