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

  1. Open the form and go to the Approvals tab. Switch Enabled on.
  2. Click Add approval stage and choose Who approves?: the respondent’s manager, a person chosen in the form, specific people, or email addresses.
  3. Choose whether any one approver is enough or everyone must approve, and after how many days reminders start.
  4. Open Only run this stage if… to add conditions — for example Estimated cost > 500.
  5. Keep The requester can’t approve their own request on for stages where that matters.

Details: Approval workflows.

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