Go to Approval Donkey
All Collections
Adding Approvals to an Online Form
Cognito Forms - Approval Workflow
Cognito Forms - Approval Workflow
Add an Approval Workflow to your Cognito Form in 2 easy steps.
T
Written by The AD Team. Updated over a week ago

You will need the following prerequisites:

  1. An Approval Donkey account (sign up for a FREE 30 day trial here) 

  2. At least one Approval Donkey Panel (approval workflow), see a guide here for details on how to one set-up

  3. A Cognito Form to add the approval workflow to (https://www.cognitoforms.com/)

Step 1 – Copy the Panel Email Address

On the basis you have the prerequisites in place, complete the following:

  • Log into Approval Donkey, navigate to the Panel you want to add and copy the Panels Email address

This can be done like any copy function e.g. Select and Ctrl C or right click and ‘copy email address’

Step 2 – Paste the Panel Email address into Cognito Forms

  • If not already, sign into your Cognito Forms account and select 'Build' 

  • Select the 'Submission Settings' section and go to 'Notification Emails'   

  • In the 'To' field paste the Panel Email address 

  • Select Save and that’s it, all done

Now whenever your form is submitted it will automatically go through the Approval Donkey workflow you have just added. Give it a test run now.

Quick tip: Include a field to capture the submitter email address so you can forward status updates to them or set-up a Zap with Zapier to automate it.

See https://www.approvaldonkey.com/ for any other information you may require, or send us an email to info@approvaldonkey.net 

Did this answer your question?