Configuring Approvals
Deleting an Approval Level
To delete an approval level, In your form builder, navigate to the Approvals tab. Under Levels, select the approval level that you wish to delete. Click the delete icon in the top right corner of the chosen level. If there are no pending records, the ...
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
When you are designated as an approver for form entries, Zoho Forms offers 3 ways to review and take action on submissions: Approvals list view In-app notifications Email notifications The Approvals List View The Approvals list provides a ...
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 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 ...
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 ...