In Myndbend Approval Manager for Zendesk Sell, you can access the Application Settings through the top-bar app:
The following settings are available:
Restrict app functionality to deal owners only
- Only Deal owners can Add Approvers - If the setting is enabled, only Deal Owners will be able to search and add new approvers
- Only Deal owners can Remove Approvers - If the setting is enabled, only Deal Owners will be able to remove the approvers that have already been added to the deal
- Only Deal owners can Skip Approvers - If the setting is enabled, only Deal Owners will be able to skip the approvers that have already been added to the deal
- Only Deal owners can Resend Approval Requests - If the setting is enabled, only Deal Owners will be able to resend approval requests to the approvers that have already been added to the deal
Enable snapshots
If the setting is enabled, each time one of the approval events is logged (learn more about event log here) our app will capture a snapshot of the deal as well.
This is used when you want to capture how certain points of data looked when the approver was added/approved/removed/skipped/denied.
When the setting is enabled, two additional options will appear:
- Select system fields that will be captured in the snapshot
- Select custom fields that will be captured in the snapshot
With these options, you can select any of the system and custom deal fields. Each time an approval event happens, and a new event log is captured, our app will capture the data from the selected fields as well. The data is visible by clicking "View Snapshot" under each event in the event log.