You can use approval tasks to send forms that were completed earlier in the workflow for
review.
About this task
The Allow approvers
to approve with changes is available and can be edited based on the configurations for
Approvals.
Procedure
-
Open the workflow where you want to add the form approval task in Edit mode.
You can add forms to workflow approval tasks only. This option is not available for
stand-alone approvals.
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Add a row to the workflow. Click Add row and select
Approval. For more information, see Adding rows to the workflow spreadsheet. Click Save >> Save and
finish to exit Edit mode.
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Double-click the approval to open it. Click Add Item(s) to approve at
the bottom of the new window. Select one or more forms from the list.
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From the Add Item to approve menu, select Marketing
Operations Form.
A new menu appears containing forms that are associated with the template. This menu
contains only forms that your administrator associated with the template.
-
Select a form from the menu. To add multiple forms, click Add
more.
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Click Save Changes.
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Click Send Approval to start the approval process immediately.
Otherwise, click Save for Later.