Scenario 1
Note: Videos can be viewed on the following browsers: Firefox, Chrome, and Microsoft Edge.
User submits form to 2 form approvers, approval sequence check box is checked (saves approval sequence), both form approvers approve the form
Users and roles in this example:
- Ace Parker – Form filler, submits form
- Jack Tripper – First approver, approves form
- Carrie Fisher – Second approver, approves form
Step 1
User Ace Parker opens a form to fill. The form Ace opened requires two approvers. Ace can select form approvers in the following ways when filling out a form:
- When Ace opens the form for the first time, the Form Properties box will appear. He can then select the Approval Sequence tab and add form approvers. If he chooses not to select approvers at this time, he can select form approvers at anytime using the Form Properties box by clicking Properties at the top of the form page.
- When Ace clicks Submit, the Approval Request box will appear where the form filler must select at least one approver to submit the form.
Step 1 walkthrough
Step 2
Ace fills out the form and clicks Submit. At this point, form approvers have not been selected so the Approval Request box appears indicating that the form requires at least one approver before submitting. Ace's form needs to be reviewed by 2 Form Approvers.
In the Approver 1 field, he selects the first approver the form will be sent to — Jack Tripper. Then Ace clicks Add Another Approver and adds a second approver — Carrie Fisher.
Ace always submits this form to the same people for approval, so to avoid going through the process of adding the same approvers each time, he clicks the Remember this approval sequence the next time I fill out "Form Name" check box.
Step 2 walkthrough
Step 3
Ace submits the form for approval to Jack Tripper — the first Form Approver in the sequence. Jack will get an email notification and in-app notification with a link to the form requiring his approval.
Click to view in-app and email notification for first Form Approver Jack Tripper
In-app notification for Jack Tripper
Email notification for Jack Tripper
Step 4
Jack approves the form with comments. The form is sent for approval to the second Form Approver — Carrie Fisher. Carrie receives an email and in-app alert with a link to review the form.