Is it possible to build conditional approval paths in Zoho apps based on criteria like region, department, or amount?
Yes. Most Zoho apps (CRM, Books, People, Creator) allow conditional approvals using workflow conditions or scripting. Here’s how:
Zoho CRM / Books:
Use Approval Rule Criteria like:“If discount > 20% and region = South, route to Regional Manager.”
“If department = IT, send to IT Director.”
Zoho Flow:
Use decision blocks to create branching logic based on form inputs or field values.
Use Case Example:
In an expense app, if the request is from the Marketing department and exceeds ₹20,000, it goes to both the Marketing Head and Finance Controller.
Conditional routing ensures relevant approvals while keeping the process lean.
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