Forms with Approval Flows

Set up approval flows for your forms at any time! Create forms and grant designated individuals the power to approve or reject submissions. This feature is handy for various scenarios:

• 🍹 Vacation requests
• 💼 Initial screenings
• 👨‍💻 Safe code releases
• 💽 Vendor requests
• 💵 Expense approvals
• And more!

Add approval flows to an existing form in 3 steps

1. On the Forms homepage, locate the form you wish to edit. Click the three dots on the right side to open the contextual menu, then choose “Configure” to adjust your form settings.

2. In the Setup menu, scroll down until you see the option “Use form for approval flow”. Once activated, choose form approvers who will be notified when a new request is submitted.

3. Save your form once you’re set. Now your form is ready to support approval requests from participants!

Check out our video about Forms in the timestamp 1:32 to see approval flows in action!