Goal - Create a simple single step approval workflow

Duration - 5 minutes



This exercise shows how to create a simple one step approval workflow so ensure that the form is approved by an admin before final submission. 

Watch the video or follow along with the steps below. 




Step 1

Open the Solutions Menu, select Manage approvals. 


Step 2

Add an Application Title and Tag Line

Add the primary colour, accent colour and a logo


Step 3

Add an approver, include them in a group (All approval flows must be assigned to a group)


Step 4

Create a flow by selecting a form and adding an approval step


Step 5

Submit the form and open the approvals app

There will be a new approval from the form submission, either Approve, Deny or Request Clarification from the submitter.