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How to Create an Approval Request

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Only the Enterprise/Business plan offers this feature.

Ticket approval is a process where a request for a change or action is submitted to an approver for review and authorization. This process is often used in businesses to ensure that changes are made in a controlled and consistent manner.

Ticket approval processes can be used for a variety of purposes, including:

  • Change management
  • Budget approval
  • Purchase requisition
  • Time off requests
  • Expense reports
  • Travel requests

Here are some of the benefits of using ticket approval processes:

  • Increased control: Ticket approval processes give businesses more control over changes and actions. This can help to prevent unauthorized changes and ensure that changes are made in a consistent manner.
  • Reduced risk: Ticket approval processes can help to reduce the risk of fraud and abuse. By requiring that changes and actions be approved by a responsible person, businesses can help to protect themselves from financial losses and other harm.
  • Improved efficiency: Ticket approval processes can help to improve efficiency by streamlining the change and approval process. This can free up time for employees to focus on other tasks.
  • Increased compliance: Ticket approval processes can help businesses to comply with regulations. By having a clear and documented process for approving changes and actions, businesses can demonstrate that they are taking steps to meet regulatory requirements.


Checkout this video for more details about ticket approval.

Creating approval request

Follow the steps given to create an approval request for a ticket:

  1. Open a ticket that needs to be approved.
  2. Click the Approval tab and click the Create Approval Request button to open create approval dialog.
    image.png
  3. Search and select your approvers.
    image.png
  4. After you’ve selected two or more approvers, select To be approved by menu.
    image.png
Approval criterias:
Options Explanation
Anyone You require confirmation from someone that you have been selected approvers.
Everyone You must have all approvals that you have been selected.
Majority You must have majority approval that you have been selected approvers.
  1. The subject is a mandatory field and the additional detail field is optional.
    image.png
  2. Click the Create button to create approval request.
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