Automation
Approvals
Route sensitive changes through multi-step business review.
Process design
Approval processes define when records need review, who approves them, what happens on final approval or rejection, and whether the record is locked while pending.
- Entry conditions decide which records can be submitted.
- Approval steps define sequence and approver type.
- Requests can be submitted, approved, rejected, or recalled through API endpoints.
- Record pages can show approval actions and history as RidgeCRM page components.