How to Create a Form Approval Workflow?

Admins Only

1. Navigate to Forms → Settings → Form Approval Workflows.

2. Click Add Workflow.

3. Fill in workflow details:

   • Name – Internal reference name.

   • Display Name – User-facing name.

   • Description – Purpose of the workflow.

4. Add at least one Approval Step:

   • Name – Step name.

   • Description – Instructions/details.

   • Type – Approval/Notify?

   • Approver – Assign staff approver. 
     

5. Click Save.