Guides / Add approval steps
Add approval steps
Route every response through one or more approval stages — the requester’s manager first, then a team, only when it matters.
Steps
- Open the form and go to the Approvals tab. Switch Enabled on.
- Click Add approval stage and choose Who approves?: the respondent’s manager, a person chosen in the form, specific people, or email addresses.
- Choose whether any one approver is enough or everyone must approve, and after how many days reminders start.
- Open Only run this stage if… to add conditions — for example Estimated cost > 500.
- Keep The requester can’t approve their own request on for stages where that matters.
Details: Approval workflows.