Configure Approval Process

To configure approval process, follow the steps below.

  1. Go to App Builder > Forms.

    The Forms page appears.

  2. Scroll down to the Settings section.
  3. Click the Manage Approval Processes card.

    The Approval Process page appears.

  4. Click the Create Approval Process card.
  5. Enter title in the Title textbox.
  6. Select the checkboxes as per your requirement.

    Use the tool tips to help fill in the information.

  7. Click Add Approval Level to define the approval hierarchy.
  8. Configure the approval level and click the Next button.
  9. In the Map Approvals section, map the newly created approval process to the existing form templates.
    1. Click the Map Approval button against the required form template.
    2. In the Assign Approval Process pop-up window, configure the approval process as per your requirement.
    3. Click Save.
  10. Click the Complete button.