Syntech Approval List for Creatio: All Approvals in One Clear List
Syntech Approval List for Creatio: All Approvals in One Clear List Approvals should move a process forward. But when their statuses are scattered across different records, checking them becomes a process of its own. A manager has to open each record, review its history and determine who has alrea…
Syntech Approval List for Creatio: All Approvals in One Clear List
Approvals should move a process forward. But when their statuses are scattered across different records, checking them becomes a process of its own.
A manager has to open each record, review its history and determine who has already responded and who still needs to make a decision.
Syntech Approval List for Creatio brings this information together in one configurable Freedom UI list.
See the complete approval status
The component displays every approval related to a selected Creatio object.
Users can see:
The approver
Current approval status
Approval date
Comments
Information from the related parent record
This creates a clear overview of pending, approved and rejected requests without requiring users to inspect records individually.
Manage approvals directly from the list
Users can update an approval status inline. The owner, author and date are recorded automatically.
The list can also be filtered by record, status or approver. Columns can be reordered and resized, while the original record can be opened with one click when more information is required.
Use it on different Freedom UI pages
When the component is placed on a record page, it can automatically display approvals connected to that specific record.
On a section or list page, it can show approvals across multiple records and provide a multi-select record filter. Administrators can choose the relevant object, approval columns and additional fields directly in Freedom UI Designer.
No custom development is required.
Reduce time spent chasing approvals
Syntech Approval List does not change the approval process itself. It makes that process easier to monitor and manage.
Teams gain one place to see outstanding decisions, identify bottlenecks and work with approvals without switching between multiple records.
The component is currently available free of charge for Creatio 8.3.0 and later.
Explore Syntech Approval List for Creatio:
https://marketplace.creatio.com/app/syntech-approval-list-creatio
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