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,
- 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.
- You can also give the approver the permission to edit fields by changing the default Read permission to Write next to the desired fields.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Setting up Levels of Approval
Table of Contents Setting up a basic approval workflow Setting up an an advanced approval workflow 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 ...Configuring Approval Settings
Under Approval Settings, you can customize button labels, 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 and schedule ...Form Fields
Table of Contents Single Line Multi Line Number Decimal Name Address Phone Email Date Time Date-Time Month-Year Decision Box Dropdown Radio Multiple Choice Checkbox Website Currency File Upload Image Upload Audio/Video Upload Description Section Page ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources