How to manage approval requests from the start to finish? (automated approvals)

How to manage approval requests from the start to finish? (automated approvals)


Managing requests and approvals can prove to be a tedious job, especially in large firms and enterprises. With Zoho Forms, you can streamline multilevel work approvals in an automated workflow. You can review submissions, add approvers and receive notifications at each level of the process with ease using Zoho Forms.

Approvals order

 

Let us now see how you can manage approval requests from the start to finish with Zoho Forms!




For example, if you want to ask your employees the days of a week that they prefer to be in office in a hybrid work setup, you can create a form with fields such as their name, email address, their decision (days of work in week) and send the form entries received from the employees to the managers and the HR for approval.

Employee Preference Form

 

To configure the approval settings,
  1. Navigate to the Approvals tab in your form builder.
  2. Under the Levels section, you can configure the settings to set up a proper workflow for any type of approval requests.
  3. Click Configure. In the pop-up, under the Levels tab, add the name of the level, the email addresses of the approvers and also the conditions of approval under which a level can be considered complete. 
  4. Click Next to move ahead to the next tab where you can alter the field permissions. In this tab, you can customize the Read/ Write permissions of the approvers on specific fields.  

Approvers 


In the next tab, you can configure to send email notifications for each level. For example, you can notify users when they are added as approvers, when a new entry is received for approval and also notify the respondents/approvers when a level is complete.

Notifications

 

Under the Approval Settings section, you can customize the default button labels (Approve/ Deny) that the approver will see. You can also customize the Final approval email, Final Denial email and assign Approval Admin here.


 
To configure multiple approval levels, and set up email notification workflows with approvals easily in your organization, try Zoho Forms now!

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              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.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                Zoho TeamInbox Resources



                                                                        Zoho DataPrep Resources



                                                                          Zoho DataPrep Demo

                                                                          Get a personalized demo or POC

                                                                          REGISTER NOW


                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now










                                                                                                • Related Articles

                                                                                                • Configuring Approval Settings

                                                                                                  Under Approvals > Settings, you can choose to 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. You can configure the Approval ...
                                                                                                • 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 ...
                                                                                                • 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

                                                                                                  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 and approve or deny them. To set up an approval level, After building your form, navigate to the ...
                                                                                                • 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 ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  Resources

                                                                                                  Videos

                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                  eBooks

                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                  Webinars

                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                  CRM Tips

                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                    Zoho Show Resources