An approval process is a workflow that lets a user approve/reject the record submitted through a form in a sequential order. The admin of the application can create the approval workflow by specifying the criteria based on which records will be sent for approval, setting multiple levels of approval, and assigning an approver for each level. You can also set the action(s) to perform on approval and rejection.

Note: Approval workflows do not apply to records submitted through published forms.

As another example, if your company requires the employees leave a request for managers to approve, you can automate this process in Creator. In this scenario, you can create an approval process for all employees in your office. It specifies that leave requests less than a day are automatically approved, more than a day requires the team lead's approval, and continuous leave for more than five days requires additional approval from the manager.

The following steps are involved in setting up the approval process:

1. Create approval workflow
2. Add approver
3. Configure actions for approval

Related Topics

• Create approval workflow
• Understand approver
• Add new approver
• Edit approver
• Delete approver