Adding an Approval Workflow to a Form Template

Click Edit Workflow

There are 3 mandatory workflow steps in all slips

1. Create Slip

2. Queue to send

3. Send

You can add approvals to the workflow before the slip is queued to send.

Approvals occur in two steps, which are added to the workflow in pairs:

Send for approval - This step triggers an email to be sent to the User(s) in the approval step.
Approve - The nominated User approves the form in this step.

Helpful Hint

By default, all Steps have Any User set as the person performing the action.

The Send for Approval and Queue Slip to Send Steps have 'Any User' as the person performing the step in the workflow. In practice, this means the person on the previous step in the workflow will be able to click a button to trigger the next step. You can leave these as-is unless you have a special use case.

The Send step is automated and you don't need to assign a specific User.

To Add an Approval Step

Click Add New Step.
Select Send for Approval and click Update Step. This choice will add both send for approval and approval steps.

To Assign Users or Groups to Workflow Steps

Click the Edit Step Icon for the Approval step

2. Open Approve Slip step and select the Users or Groups who can approve. You can also select to have the form creator choose to have any individual User or Group do the approval (Choose from one Selected User), or have the Approval step sent to all Users and Groups in that workflow step (Any Selected User Can Action).

Tips to avoid having a Workflow stuck on a step:

Add multiple Users or Groups to the Approval Step.
Select Any Selected User can Action so whoever is available can do the approval.

3. Click Update Step.

4. The below workflow allows any user to create a slip and send it for approval. This will trigger an email notification to the approvers Sam and Rizad. The first person to log in can approve the slip. Once the last approver approves the slip the slip automatically send to queue.

5. You can add multiple approval steps by clicking Add New Step after each Approve Slip Step. Always remember to have the Workflow include a Send for Approval step before the Approve Step as this triggers the email notification to the approvers.

Adding a Reminder to an Approval Step.

You can add a Reminder to the Approval Step so that the Approver is reminded after a set amount of days to Approve the Form if the Form is yet to be approved.

The Reminder is sent as an email to the Approver.

To Add an Approval, simply select the Approval Step you would like to add the reminder to, toggle the 'No Reminder' option field.

Then set the number of days after the initial Approval request you would like the Reminder to be sent for.

E.g. If you select After 2 days, when this Template is used and sent to the Approver, he/she will initially receive an email notification to approve the Form. If the Approver forgets and doesn't approve the Form initially, they will receive a Reminder notification after 2 days to Approve the Form.