Approvals Center replaces paper and email-based approvals with fully automated approval workflows that allow more efficient management of the business processes.
|Feature||Approvals Center||Expense Approval Pro||Approval Manager|
|Role-based access control|
|Built-in e-mail notifications with templates|
|Up to 6 approvers per request|
|Reporting with export to Excel|
|Customizable request form fields|
|Customizable expense form fields and subtotal formula|
|Multi-level approval workflow (more than 6 approvers)|
|Conditional approvals (conditions and thresholds)|
|Conditional visibility for custom form fields|
|Custom tab with a custom data table|
|Tracking object changes (for audit purposes)|
|Tracking project budget (prevents approval if budget is exceeded)|
|Custom views with custom columns (data tables)|
|Detailed access control list (ACL) for an request object|
|Custom branding (color theme)|
|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 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.
App offers three predefined user roles:
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.
Where app data is stored?
App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.
How to install the trial version on the SharePoint Site?
You can download the fully functional trial version from the SharePoint Store, which is explained step by step in the above illustration.
If you have problems with app installation, please read the question "I cannot install SharePoint app on my SharePoint Site" from our Technical FAQ.
How to pin an app to the SharePoint menu, MS Teams, or Office 365 app launcher?
After successful installation, the app is located on the SharePoint Site Contents.
First, please use one of below methods to get an app shortcut.
Method 1) Enter the app (first page) and copy full URL from the browser's address bar (with all parameters like SPHostUrl etc.), below is example:
Method 2) Enter the app (first page), copy URL from the browser's address bar and remove all characters after app name, below is example:
Required parameters will be automatically added by SharePoint.
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".
How to translate an app into different languages?
You can translate an app under Administration->Settings->tab "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.
Additionally, objects with supported custom fields (time-off requests, timesheets and projects) allow full data export to MS Excel (all standard fields + custom fields.)
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.
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)
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.
Step 3) Click button "Save Requests Report Columns" to save changes.