Approvals & Guard Rules
Enterprise governance features for data integrity and process control.
Approvals
The Approvals module manages request-based workflows for operations that need sign-off before execution.
View Approvals: See all pending, approved, and rejected requests. Manage Approvals: Approve or reject requests with comments. Routing: Requests can be routed based on type, value threshold, or team hierarchy.Common Approval Scenarios
Discounts above a set threshold on Quotes. Contract modifications after initial signing. Budget changes on Projects. Lead reassignments between teams.Guard Rules (Validation Logic)
Guard Rules enforce data quality by defining validation logic that runs before records are saved.
View Rules: Access the full list of active validation rules. Manage Rules: Create, edit, and toggle rules on/off.Example Guard Rules
Required Fields: Ensure "Industry" is filled before an Account can be created. Value Constraints: Opportunity close date cannot be in the past. Format Validation: Email addresses must match a valid pattern. Business Logic: Cannot mark a deal "Won" without an associated Quote.Both modules are available to Admin and Super Admin roles by default, and can be configured per role in the permission matrix.