How do I route approvals or tasks based on geographical location or branch office?
You can route tasks/approvals based on region or location using form logic, lookup fields, or territory-based assignment:
Zoho CRM:
Use Territory Management to assign leads, tasks, or deals based on region or pin code.
Approval rules can include conditions like:
Region = East → Approver = Regional Manager.
Zoho Creator:
Use a Location field and a workflow that checks its value to assign tasks/approvals accordingly.
Zoho Flow or Deluge:
Use branching logic to check the “Region” or “Branch” and route records or notifications accordingly.
Use Case Example:
A purchase request submitted by the Chennai branch gets routed automatically to the Chennai Regional Head, while one from Delhi goes to the North Zone manager.
This enables distributed teams to manage approvals independently while staying within a unified system.
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