Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

2. Add the Approvers you want set up for this form type by typing or searching by the ... dots for the user/s ID.

3. Click Update.

Multiple Approvers

You can also have multiple For Approval statuses on a single form.

1. To do so go to the Form type.

2. Edit Status Config.

3. Tick the statuses you wish to make part of the Approval.

Image Added

4. Under Status Approvers you can configure who the Approvers are for each status.

Image Added

What Does It Look Like

When the Document is created you will see that these users appear in the Status.

When selected the document will be sent to that Approver to complete the Approval process.

Image RemovedImage Added

Another example is below.

...

The form is automatically routed to the selected approver and only they have permission to select the approved or rejected status.

Image RemovedImage Added

Image RemovedImage Added