Setting up Approvals

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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 ...
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 ...
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 ...
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 ...