Approvals

The approval feature allows you to control when the email notifications will be sent, including from whom to request approval. This feature lets you specify the sequence of steps that are required to mark a submission as accepted.

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.

Configuration

Start creating your approval workflow by editing the form in Approvals.

The following email templates are created immediately after enabling this feature:

• Submission Approval Request
• Submission was rejected
• Submission was approved

Head over to Notifications to customize the email templates to your liking.

Next, click on New Approver and type the email address of the first person who will receive the submission. There are two options available in the first step: to email the approver when all submissions are sent or to establish some branching rules.

After the condition when from the dropdown list you will be able to select a certain condition that needs to be met by the user. The plus sign allows you to add another rule.

The rules are linked either with the connector AND or OR.

The second step is referring to the next approvers. 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.

Important Notes

• The approval process will be stopped immediately when the submission entry was rejected by one person.
• The status can be checked in the Submissions table on every submission entry.

Related articles

• Setting Up Notifications in 123FormBuilder
• Custom template variables