Step 1: Set up a new form
Go to Processes
Under Current Processes - Click “Create New”
A new form will open
Step 2: Update Process Details
Key in the process name
For Internal Processes - Choose the user(s) who will be using the form
Click “Save & Continue”
Step 3: Edit or Format the form fields
Choose the required fields (example: Text; Email; Number and etc)
Click on the “Gear” button
Edit the information (example: Label Name; Dropdown Options and etc)
Click on “Design workflow”
Step 4: Edit Workflow
Click on “Add Plugins”
Click on “Use” button under Approval
Drag the node on the “User Submits Form” box to the node on the “Approval” box
Double click on Approval box to edit the details and click “Save”
Click “Publish Changes”
Step 5: Send your form for people to fill out
When you are ready, you can send your form to others and collect their responses.
Step 6: Form submission received
The approval party will receive an email notification to approve/reject the entry.
