Configure Approval Process

To configure approval process, follow the steps below.

  1. Go to App Builder > Forms.

    The Forms page appears.

  2. Scroll down to the Settings section.
  3. Click the Manage Approval Processes card.
    Configure Approval Process 1

    The Approval Process page appears.

  4. Click the Create Approval Process card.
    Configure Approval Process 2
  5. Enter title in the Title textbox.
    Configure Approval Process 3
  6. Select the checkboxes as per your requirement.
    Configure Approval Process 4

    Use the tool tips to help fill in the information.

  7. Click Add Approval Level to define the approval hierarchy.
    Configure Approval Process 5
  8. Configure the approval level and click the Next button.
    Configure Approval Process 6
  9. In the Map Approvals section, map the newly created approval process to the existing form templates.
    1. Click the Map Approval button against the required form template.
      Configure Approval Process 7
    2. In the Assign Approval Process pop-up window, configure the approval process as per your requirement.
      Configure Approval Process 8
    3. Click Save.
  10. Click the Complete button.