With the approval feature, you can specify the sequence of steps required to mark a submission as accepted and from whom to request the approval of your form submissions. You can request approval from a single person, or create a chain approval workflow.
It will transform your daily tasks into an automatic process. Build an approval workflow on your form, add the recipients and we will email them automatically.
Start by going to your form’s Approvals section.
Enabling this feature will automatically create three email templates.
You can customize the email templates to your liking at any time by going to the Notifications section.
Afterward, click on New Approver and type the email address of the person who will receive the submission. There are two options available in the first step: to email all submissions to the approver or to establish some branching rules.
After the condition when you can select a certain condition from the dropdown list that the user needs to meet. The plus sign allows you to add another rule.
Use either the connector AND or OR to link your conditions. If you are familiar with our Rules feature, this follows the same structure and logic.
The second step is referring to the next approvers if you need to create a chain approval workflow. After choosing the connector AND/OR, select from the dropdown list the email address that has accepted the submission before. Below is an example:
You can edit your form’s approval rules at any given time.