Assign Approval Workflow to Forms

Multi-level Approval workflow allows you to set different approval flows of up to 7 levels depending on your organizational requirements. Once the forms are created, you can assign who the approvers will be for the form.

Step 1. Go to Settings and click on Company settings.


Step 2: Click ‘Approvals’, then click ‘Form’.


Step 3: You can initially set the Default Workflow or create a customized approval flow according to your requirements.

The Default Settings are generally applicable for ALL employees. To edit, click on bfijsbfsjfd.png

then click .


Step 4: Create the name of your workflow.


Step 5: Select the Approving Officer by clicking the dropdown and choose from the options.


Repeat the same steps for any additional approval levels.

Step 6: You can set for a notification email to be sent out after the claim has been approved. Click the dropdown to see the list of employees and select accordingly.


Step 7: Click on Apply, and select:


  • Apply to all employees - this will become the approval flow for ALL employees. You will see this pop-up message:


Tick whichever is applicable, and then click on Save Changes.

  • Apply to specific employees - will let you choose from the employees' list. A pop-up window will appear:


Select the name/s of employees that this Workflow will apply to, then click on Save Changes.

If you want to create a separate approval flow for a specific staff, you can directly go to the Form Approvals page and click on the  icon under the Actions column.

Follow steps 5 - 7 above to set up accordingly.

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