The Form Builder includes an Advanced Settings section to support advanced configurations for approval and workflow functionality.
Here are 3 form configuration settings:
Approvals
Expiry & Numbering Prefix
Workflows - Follow forms and tasks.
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Approvals
Admins can use this section to configure and assign approvers for a specific form. The Admins can select up to four mandatory approvers who are authorised to approve requests. The Approvers can be Individual users or User Groups.
To do this:
Log in to your Admin Console
Go to the Forms Section
You can either start a new form or edit an existing form
Go to the Advanced Settings section
To activate the approval Switch the Toggle on
Choose the Number of Approvers needed
Choose the Assign Approvers - Assign to Either User Group or Individual User
Make the Assign To selection connected to the Assignee type
SAVE
Note: When a user group is selected, all members of the user group will be notified when an approval request is waiting
Not all users in a User Group need to approve the form.
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