How to customize the order in which form fields appear for approval to the approvers?

How to customize the order in which form fields appear for approval to the approvers?

Sometimes, the fields that give the most relevant information may need to be positioned ahead of other fields so that the approver does not miss on the critical details before approving a record. To achieve this, you can change the order in which the form fields appear to the approver for approval irrespective of the position of fields on your form.
To customize the order,
  1. In your form builder, while you configure the Level of approval under the Approvals tab, you can drag and drop the fields and position them as required under Field Permissions.
  2. You can also give the approver the permission to edit fields by changing the default Read permission to Write next to the desired fields.

    Field Permissions

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Setting up Levels of Approval

                                                                                                        You can configure multiple levels of approval to build an efficient approval process. You can add approvers at each level who can review form entries and approve or deny them. To set up an approval level, After building your form, navigate to the ...
                                                                                                      • Sending Email Notifications in Approval Process

                                                                                                        You can set up email notification templates to notify your users and respondents during the approval process. If you choose to add Microsoft 365 users as approvers, you can create a separate email template to notify them when they receive a form ...
                                                                                                      • Basic Fields

                                                                                                        Table of Contents Single Line Multi Line Number Decimal Name Address Phone Email Date Time Date-Time Decision Box Dropdown Radio Multiple Choice Checkbox Website Currency File Upload Image Upload Audio/Video Upload Description Section Page Break ...
                                                                                                      • Viewing Form Entries

                                                                                                        Once you have successfully created and shared a form, the form responses will be listed under All Entries. Here, you can view all entries as a summary, and group them based on certain criteria. You can also change the view, edit the entries, assign ...
                                                                                                      • Configuring Approval Settings

                                                                                                        Under Approvals > Settings, you can choose to process integrations configured with your form only on successful approval of entries, re-assign approval admin to approve or deny the entries on behalf of the approvers. You can configure the Approval ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources