Form Approvals
Configuring Process Completion Email
Under Approvals > Process Completion Email, you can configure email templates to trigger email notifications when the final approval status of an entry is approved/denied. You can configure the Process Completion Email under the following sections: ...
Rules in Form Approvals
With conditional rules in form approvals, you can define the conditions and actions to be performed if the conditions are met on the final approval or denial. You can configure rules with a combination of AND/OR connectors between multiple condition ...
Reviewing Form Entries
Once a user is added as an approver for a particular level, each time a form entry is submitted for review, they will be notified via an in-app notification or by email (if the email template has been configured while setting up the approval system). ...
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 ...
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 ...
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 ...
Overview
Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders, discounts, vacation time, etc. To streamline the manual approval processes that you already have and ...