Requesting and granting approvals
How approval workflows route deal decisions to the right person: automatic triggers on amount and closing, manual requests, and the approvals inbox.
Some decisions on a deal should not be made alone — a large discount, closing a high-value deal, a non-standard condition. Approvals route those decisions to a designated approver and keep an auditable trail of who decided what and why.
How a request appears
Approval rules are configured by an administrator as workflows: each workflow names the approver and the trigger that fires it. Three trigger kinds exist for deals:
| Trigger | When a request is created |
|---|---|
| Amount threshold | The deal's amount reaches or exceeds the configured value (in the workflow's currency) |
| Before closing as won | The deal is being moved into a closed-won stage |
| Manual | A manager presses the request-approval action on the deal page |
When a trigger fires, Ikigai creates a pending request and notifies the approver. Duplicate firing is safe: only one pending request can exist per workflow and deal, so re-triggering the same rule does not spam anyone.
The approvals inbox
The Approvals page is the shared inbox for these requests, described right in its header: "Deal and document approvals — what's waiting for your decision." It has up to three tabs:
- To approve — pending requests waiting on you as the approver.
- My requests — pending requests you created.
- All — every request in the workspace; this tab is visible to administrators only.
Each row shows the deal (as a link straight to its card), the deal amount as a badge, the workflow name, and when the request was made.
Deciding
The approver — or an administrator — acts directly on the row:
- Approve, optionally adding a note ("Approval note (optional)").
- Reject, providing a reason ("Reason for rejection:").
- The requester (or an admin) can also withdraw a pending request with Cancel request.
Decided requests move down into the Recently decided section, where each entry keeps its outcome badge, the decision timestamp, and the note or reason — so the history of recent decisions stays one glance away.
If you are waiting on an approval, check the "My requests" tab: the request stays pending there until the approver acts, and you can cancel it yourself if the situation changed.
Day-to-day work items that don't need a second pair of eyes are better handled as tasks — see Creating tasks from a deal.
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