How to assign an approval workflow to a form?

Approval workflows can be assigned to a form by adding an Approval Type field.

Open the Forms module via the side navigation panel.

1. Create or edit a form.

2. Under Form Fields, click Add Field.

3. Set the Field Type to Approval Type.
   

4. Enter a Field Label (e.g. Leave Approval Workflow).

5. Provide a Field Description if needed.

6. Toggle Required to On if the workflow must always be selected.

7. In Approval Workflow Options, select one or more workflows from the list of existing approval workflows.
   

Rules and Limitations

• You may add multiple Approval Type fields to a form and use conditional logic to show/hide them.

• Only one Approval Type field can be visible to the end user at a time.

• A form cannot be published if multiple approval workflow fields are visible at once (to ensure submissions follow a single approval process).

• Approval workflows cannot be used on forms that include payment fields.