Goal - Create a simple single step approval workflow
Duration - 5 minutes
This exercise shows how to create a simple one step approval workflow so ensure that the form is approved by an admin before final submission.
Watch the video or follow along with the steps below.
Step 1
Open the Solutions Menu, select Manage approvals.
Step 2
Add an Application Title and Tag Line.
Add the primary colour, accent colour and a logo
Step 3
Add an approver, include them in a group (All approval flows must be assigned to a group)
Step 4
Create a flow by selecting a form and adding an approval step
Step 5
Submit the form and open the approvals app.
There will be a new approval from the form submission, either Approve, Deny or Request Clarification from the submitter.