Assign Approval Process To A Form Template

Make sure that the approval process is created before you assign an approval flow to a form template. To learn more about creating an approval process flow, refer to Approval Process.

  1. Go to App Builder > Processes > Approval Process > Map Approval Process.

    The Map Approval Processes page appears.

  2. Click the form card to which you want to assign the approval process.
    Map Approval Process 2
  3. On the Assign Approval Process window, click the Assign Approval Process button.
    Map Approval Process 3
  4. Select an approval process from the dropdown.
    Map Approval Process 5
  5. Optional: To assign more than one approval process for a form template, click the Assign Approval Process button again and select an approval process.
    Map Approval Process 6
  6. Click Save.