Overview
How do Form Approvals work?
8. Final Approval status - Approved
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
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