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Approvals & Workflows

Updated over 2 weeks ago

The Form Builder includes an Advanced Settings section to support advanced configurations for approval and workflow functionality.

Here are 3 form configuration settings:

  1. Approvals

  2. Expiry & Numbering Prefix

  3. 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:

  1. Log in to your Admin Console

  2. Go to the Forms Section

  3. You can either start a new form or edit an existing form

  4. Go to the Advanced Settings section

  5. To activate the approval Switch the Toggle on

  6. Choose the Number of Approvers needed

  7. Choose the Assign Approvers - Assign to Either User Group or Individual User

  8. Make the Assign To selection connected to the Assignee type

  9. 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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