Overview 

An approval workflow defines who must approve a form before it is finalized. On a form you enable Approval Required and add one or more approval steps, each specifying who the approval is assigned to—by User, Role, Team, or Skill—and the specific approver. This builds a clear sign-off process into the form itself, so submissions are routed to the right reviewers automatically. 

Before You Start 

You need access to the Forms area and permission to edit forms. Decide who should approve the form and in what order before you configure the workflow. 

How to Set Up an Approval Workflow

1. From the left navigation menu, select Forms. 

2. Click the form icon in the top-right corner. 

3. Create a new form with the plus icon, or edit an existing one with the pencil icon. 

4. Scroll to the bottom of the form and click Approval Workflow under the Workflow tab. 

5. Check the Approval Required box. 

6. Click the plus icon to add an approval section with Approval By and Approver fields. 

7. Select who the approval is assigned to—User, Role, Team, or Skill. 

8. Choose the approver according to the Approval By selection. 

9. Click Save to save the approval workflow, then save the form. 

Tips and Things to Know

• Approval By can be a User, Role, Team, or Skill—choose what fits your process. 

• Add multiple approval steps for multi-level sign-off. 

• This routes submissions to the right reviewers automatically. 

• Save the approval workflow and then the form to apply it. 

Frequently Asked Questions