Build an automated approval process

Features

Products comparison

Feature Approvals Center Expense Approval Pro Approval Manager
Role-based access control
Request templates
Built-in e-mail notifications with templates
Up to 6 approvers per request
Substitute approvers
Reporting with export to Excel
Attachments
Integration module
Customizable request form fields
Customizable expense form fields and subtotal formula
Multi-level approval workflow (more than 6 approvers)
Conditional approvals (conditions and thresholds)
Custom tab with a custom data table
Tracking object changes (for audit purposes)
Custom views with custom columns (data tables)
Detailed access control list (ACL) for an request object
Custom branding (color theme)
Language translations
Modern SharePoint UI
Assigning user profiles with 1st/2nd line manager
Populate the choice field options from external SharePoint list
Populate the choice field options from a large dataset (dictionary)
Tracking & reporting on projects
Adding a comment for a spreadsheet cell
Two integration modes for integration list(create&update)

Approval Process

Approval workflow routes a request to one or more people for their approval or rejection.
Request workflow consists of the following states: Draft->Pending Approval->Approved or Rejected.
The approver(s) receives an email notification when a request is submitted.
The requester receives an email notification when a request is approved or rejected.



Integrations

When you enable integrated list, requests are automatically exported to the native SharePoint list on the parent SharePoint Site. Sharepoint list can be integrated with numerous other systems via Power Automate (previously MS Flow), used as a data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.
integrations

User Roles

App offers three predefined user roles:

  • Regular user - can submit requests and see only own data
  • Manager - can see requests created from assigned templates under "Manage Requests" section
  • Administrator - can see all data under "Administration" section

Quick steps to start using Approvals Center

Support

If you have any question or issues, please email us at

Please read the below Product FAQ and General Troubleshooting FAQ before sending email with an technical question.

Product FAQ - General

  • Where app data is stored?

  • How to pin the app to the SharePoint menu or Office 365 app launcher?

    After successful installation, app is located on the SharePoint Site Contents. If you use modern view in Site Contents, please temporarily switch to classic view by click on "Return to classic SharePoint" in the bottom-left corner (image below)
    PinApp1

    To copy app URL click right mouse button on app icon area, afterwards click "Copy link address" (name of this option might be different depends on the browser)
    PinApp2

    Pin app to the SharePoint Site menu
    Step 1) Go to the SharePoint Site
    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    PinApp3

    Pin app to the Office 365 app launcher
    You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.
    PinApp4

    Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
    PinApp5

  • How to customize the logo and colors?

    You can custom brand your logo and color under Administration->Settings->tab "Logo&Colors".
    To upload own logo you need to:
    a) switch setting "Logo" to the value "Custom"
    b) click on area "Logo File" (or use drag&drop) to upload logo file.
    c) click on button "Save Logo&Colors"

    To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".

    Change theme

  • How to translate an app into different languages?

    You can translate an app under Administration->Settings->tab "Translations".
    Translations
    Language translation is available for regular user and manager views (except section "Administration").

  • How does subscription work?

    To get more information about subscription and payments please read Billing & Payments FAQ

  • What happens if I remove a user?

    If you remove a user from the app, no data will be lost. The user will lose access to app, but their data will remain visible on all reports.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How to export data to MS Excel/CSV/PDF ?

    Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.
    Table export

    Additionally, objects with supported custom fields (time-off requests, timesheets and projects) allow full data export to MS Excel (all standard fields + custom fields.)
    Full export

  • How to dynamically populate the custom Choice Field options from the external SharePoint list?

    The app allows for creating custom fields for requests form. One of the custom field types is "Choice from External SharePoint List" which allows to dynamically populate the Choice Field options from the external SharePoint list on the parent SharePoint Site.
    To configure this type of field, you need to change the "Type" field to the value "Choice from External SharePoint List", afterward select list name from the drop-down and enter column name from which app will get data.

    External list

  • How to add custom columns to data table ?

    The app allows adding a custom form field to the administrator and manager reports that shows all requests.
    Step 1) Go to Administration->Request Templates->Edit->tab "Custom Form Fields" to check what is "ID" of custom form field (e.g. CustomField1)
    Custom column 1

    Step 2) Go to Administration->Settings->tab "Requests Report Columns", click on empty row at the bottom of the data table and select custom field from the drop-down list. Make sure that the column "Is Visible" is marked.
    Custom column 2

    Step 3) Click button "Save Requests Report Columns" to save changes.