Add an Approval Flow to a Form

Approval workflows ensure form submissions are reviewed by a specified approver before any approval events are triggered.

Important Note

• You will first need to configure your Approvals solution and add approvers. 

Instructions 

1. Navigate to Forms and select a form
   
2. Select the Workflow tab
   
   
3. Select Approval Flow > Configure Approval Flow
   
   
4. Create a Label
   
5. Select the Approver Group
   
   
   Note: Groups can be added to the Approvals solution.
6. If needed, select an Approval Form to allow the approver to submit extra data along with their approval
   
7. If applicable, toggle Use email template and assign an email template to the approval
   
8. To add conditions for the approval, toggle Conditionally Required and set conditional logic
   
   
   Note: This will set the approval step to trigger conditionally based on the form submission. For example, if you only wanted an approval step to trigger when someone is under the age of 18. Conditions can only be linked to Autocomplete, Number, Calculation, Checkboxes, Radio Buttons, and Select element types.
9. Select the + sign to add another approval step
   
10. If needed, set a Default Notification Email Address by choosing an email address element from the drop-down
    
    
    Note: If your users are not logging in to your app before submitting this form, this will help capture who to send approval notifications to.
11. You can also configure a set of Preset Responses which can be selected by approvers to prefill the Notes input when denying or requesting clarification for an approval
    
    
    • Note: The response notes can also include content from the form such as the form name {FORM_NAME} or inputs from the form e.g {ELEMENT:element-name}.
      
12. The Automated Denial feature allows you to automatically deny approvals that have been sent for clarification after a set number of days
    
    
    • Notify: You also have the option to notify the submitter when the approval is automatically denied. When doing this you can specify the email address you want to notify. If you are using a default notification email address then that email address will be used for the automated denial email notification. You are also able to use preset denial responses for these email notifications. 
      
13. Under Approval Flow Configuration, you can toggle on the Disable Approving While Awaiting Clarification option
    
14. Once the flow is complete click Save
    
    
15. If needed, you can now add an Approval Event to the form

Related Articles

• Create an Email Approval Flow Template
• Configure Approvals Solution
• View & Manage Assigned Approvals