Form Approvals | Set up Levels of Approval - Zoho Forms

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,

  1. After building your form, navigate to the Approvals tab.

  2. Under Levels, click Configure.

    Configure Multi-level Approval Process

  3. In the Create Level pop-up, enter the Level Name.

  4. Add Approvers for the level by searching the email addresses of users within your organization. A user can be added as an Approver in multiple levels of approval.

  5. You can mark an approval level as complete either when All the approvers set for the level approve/deny a record or when Any of the approvers approve or deny a record.

    Create Level

  6. Click Next.

  7. Under Field Permissions, you can choose the form fields that you wish to be visible to the approvers of this level for review. You can rearrange the order in which the fields should appear for review and provide the approvers with the option to edit a field by changing the default Read permission of the field to Write.

    Field Permissions

    Note: All the fields will be visible to the Approval Admin irrespective of the selections made under Field Permissions. If a field is assigned with Write permission, then the Approval Admin will be able to edit entries to that field.
  8. Click Next to go to the Notifications section. You will find the following optional notification settings, each of which can be configured as per your requirements:

    • Notify your users when they are added as approvers

    • Notify approvers in this level when a new record is submitted for approval

    • Notify respondents/approvers when this level is marked as complete

      Notifications

  9. Click Save.
  10. To add more levels of approval to the approval process, click + Level .
  11. You can choose to disable the entire approval process using the option to enable or disable the Approval Process in the top-right corner of the page.

Once you have configured the levels required for the approval process, you can configure the Approval Settings.


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