You can add an unlimited number of approval steps to an eForm. Each approval step will send an email notification to one or more people and request that they approve or reject an eForm that has been submitted by a user. Approvers will be reminded every 72 hours if they have outstanding approvals to accept or reject.
Approval steps are optional and added to an eForm in the form builder.
The Approving Group is a group of one or more people in the Staff tab (or Supervisors tab if the account is a business). Any of the people in an Approving Group can approve or reject the eForm submission, depending on the setting "Allow submitter to select approvers from the approval group?"
Approvers can see approval requests in Operoo Central.
Under "Form Library" in Operoo Central, the user who submitted the eForm will have visibility of the eForm and approval status.
- For submissions with approval status of Pending, where submitters are allowed to choose approvers
- Removed approvers will be removed from the submission
- Added approvers will not be added to the submission
- For submissions with approval status of Pending, where submitters are not allowed to choose approvers
- Removed approvers will be removed from the submission
- Added approvers will be added to the submission
- For submissions with approval status of Approved or Rejected
- no changes are made to the submission
- For submissions where the eForm, submission or submitter has been archived
- no changes are made to the submission