Overview
How do Form Approvals work?
8. Final Approval status - Approved
Once the approval process is configured in Web application, you can also use our mobile app to approve or deny the entries.
Form Approval Workflow Use-cases
Types of Approval Processes
Basic Approvals
The Basic approval process is designed for straightforward, sequential approvals with multiple levels. If you need a linear approval flow without complex conditions, this option is ideal. Form entries are processed step-by-step through a chain of approvers. If the first approver accepts the submission, it moves on to the next approver. You can define several stages of approvals. For example, a leave request might go through the employee's manager first, then HR, and finally the department head. This type of workflow doesn’t include conditions. Every submission follows the same path through all the approval stages.
Advanced Approvals
The Advanced approval process introduces more flexibility with the ability to configure conditional logic at multiple levels. This option is suitable for complex approval workflows that require different actions based on the form responses. You can configure conditional rules to decide which approver the submission goes to next based on the data submitted. For example, if the total expense is above a certain amount, it may require higher-level approval. Each level in the workflow can have unique conditions, and different branches can be triggered based on the data submitted.
Steps to setup Form approvals
- Set up levels of approval
- Configure Approval Settings
- Send email notifications in approval process
- Review of form entry by approvers
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:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Record Approvals
Upon receiving form entries from your respondents, you can create reports to sort and consolidate the entries that need to be approved by applying filters. You can set approvers to review the records and approve or deny them. This will streamline the ...Overview
Under Manage Form Attachments, you can choose to store your form attachments, form submissions as PDF, and merged documents in third-party cloud storage services. Only file attachments uploaded by respondents when they submit form entries or edit ...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 ...Overview
Beautiful forms can make a great difference in the number of entries you receive. The Theme Editor in Zoho Forms allows you to polish your forms with minimal effort. You can customize your form and play around with custom backgrounds, fonts, effects, ...Overview
If you are looking to automate the process of adding data to your Zoho CRM modules, you can use the Zoho Forms - Zoho CRM integration. With this integration, you can push the form entries directly into Zoho CRM modules and pre-populate certain data ...