Configuring form approval tasks

You can use approval tasks to send forms that were completed earlier in the workflow for review.

Procedure

  1. Open the workflow where you want to add the form approval task in Edit mode.
    You can add forms to workflow approval tasks only. This option is not available for stand-alone approvals.
  2. Add a row to the workflow. Click Add row and select Approval. For more information, see Adding rows to the workflow spreadsheet. Click Save >> Save and finish to exit Edit mode.
  3. Double-click the approval to open it. Click Add Item(s) to approve at the bottom of the new window. Select one or more forms from the list.
  4. From the Add Item to approve menu, select Marketing Operations Form.
    A new menu appears containing forms that are associated with the template. This menu contains only forms that your administrator associated with the template.
  5. Select a form from the menu. To add multiple forms, click Add more.
  6. Click Save Changes.
  7. Click Send Approval to start the approval process immediately. Otherwise, click Save for Later.