Setting up Approvals

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Related Articles
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 ...
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 ...
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 ...