How can I track the status and history of approval workflows in Zoho apps?
Tracking and auditing approval workflows is essential for transparency. Zoho provides built-in tools for this:
Zoho CRM:
Under each record, the Approval History section logs every approval action, user, timestamp, and remarks.Zoho Books / People:
Every transaction or request includes a Timeline or Activity Log with who approved/rejected and when.Zoho Creator:
Create a custom status field and update it via workflows at each approval stage. Use a subform or report to track the full history.Zoho Flow:
View execution logs of every flow run, including conditions met, actions triggered, and any errors.
Use Case Example:
A finance team wants to see who approved a specific vendor bill. They can open the record in Zoho Books and view all approval actions with timestamps and comments.
This is critical for compliance, audits, and dispute resolution.
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