Configuring form approval tasks

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

  1. 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.
  2. 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.
  3. Double-click the approval to open it. At the bottom of the new window, click Add Item(s) to approve. Select a form from the list.
  4. From the Add Item to approve menu, select Plan 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.
  5. Click Add more and select a form from the menu.
    Note: You can add only one form per approval task.
  6. Click Save Changes.
  7. Click Send Approval to start the approval process immediately. Otherwise, click Save for Later.