You can use approval tasks to send forms that were completed
earlier in the workflow for review.
Procedure
- 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.
- 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.
- 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.
- 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.
- Select a form from the menu. To add multiple forms, click Add
more.
- Click Save Changes.
- Click Send Approval to start the
approval process immediately. Otherwise, click Save for
Later.