Overview 

FieldPie lets you review and approve submitted forms so records are checked before they count. After filtering to the form and period you want, you can see each submission’s approval status, time, and approver, and for those awaiting review you select Approve or Reject and submit your decision. You can also open the approval history for records that have already been approved. This keeps a clear, auditable trail of who signed off on what. 

Before You Start

You need access to the Forms area and permission to approve forms. Filter to the form and period you want to review so you see the right submissions. 

How to Approve Forms

1. From the left navigation menu, select Forms. 

2. Use the filter to select the form you want to view. 

3. Select a period to view the related forms. 

4. Apply any other filters you need, then click Search. 

5. Review each submission’s approval status, time, and approved-by information. 

6. For records with Waiting status, click the approval icon above the forms. 

7. Select Approve or Reject, then click Submit. 

8. For approved forms, click the same approval icon to view the approval history. 

Tips and Things to Know

• Filter by form and period to bring up exactly the submissions to review. 

• Waiting records are the ones needing a decision—Approve or Reject them. 

• The approval history shows who signed off and when, for auditing. 

• Set up approval workflows to define who must approve which forms. 

Frequently Asked Questions