Form Approvals | Configure Approval Settings

Configuring Approval Settings


Under ApprovalsSettings, 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 Settings under the following sections:

General Settings for the approval process

Under General Settings, you can change the default button labels for Approve and Deny and push only the approved records from your form to the integrated services.
To do so,
  1. Navigate to Approvals > Settings > General Settings

  2. Under General Settings, you can change the default button labels as required.

  3. You can choose to push only the approved records to the integrated services by selecting Process integrations only on successful approval option under Workflow.

  4. You can also choose to store form attachments in the cloud storage service configured under Manage Form Attachments only on successful approval.
    Note:
    -This option is only available if you have configured a storage service under Manage Form Attachments.
    -This option will be disabled if you have configured to allow files larger than 20 MB in Zoho WorkDrive under Manage Form Attachments.


Approval General Settings

Changing the Approval Admin

By default, the Form Admin is the Approval Admin. The approval admin can approve or deny form entries on behalf of other approvers, skip approval levels, and monitor the entire approval process. If a field is assigned with Write permission under Field Permissions , then the Approval Admin will be able to edit its entries as well. 
To change the default Approval Admin of a form,
  1. Go to Approvals > Settings > Approval Admin.
  2. The email address in Currently assigned to represents the current admin. Enter the preferred admin's email address in Reassign to.
  3. Click Assign.

Approval Admin Settings

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