The Form Builder is currently a Beta feature and must be turned on before it can be accessed. Please contact your Account Manager for access to this feature.
When a user submits a form, it is sent to designated approvers. These approvers are created and permitted to view forms through Form Approval Roles.
This article outlines the following concepts:
Go to Content Creation > click Form Approval Roles > click New
Details
In the Detail tab, give this role a Name and Description.
Assigned approvers
In the Assigned approvers tab, set which users, admins, or Team Leads belong in this role.
Click Add approver.
Approvers can be set by choosing specific users.
Map by profile field
Approvers can be set by profile fields so that any user with the designated profile fields receives approver permission.
Map by user group
The approver list can also be applied to a set of user groups.
Enable All user groups required to only make users who belong to all listed user groups approvers.
Click Update.
Assign Approval Roles to a Form
Approvers are applied to a Form in the Approval flow tab of the Form editor.
How to approve once submitted
First, to show the forms in the user menu, it will need to be turned on. Go to Design > User Portals > Select your user portal > User menu tab > toggle on My Forms:
This will make it appear in the user menu under vertical dots in the top right:
Once that is set up and My Forms is selected, there will be a new tab present called My approvals:
A user must submit a request before the My Approvals tab will appear for the approver.
Next, Select the edit button to the right of the form submission:
This allows it to be reviewed for accuracy, who requested it, along with the ability to approve or reject the request:
There will be a message popup confirming this action:
Once approved, it will redirect you to the main forms page and show the approval stamp: