How to add,edit or delete an Approval stage to a Self-Service eForm

How to add,edit or delete an Approval stage to a Self-Service eForm

For Community and Group Editions
‚ÄčAdministrators can set different approval stages for a self-service form. This article will show you how to:
  1. Add an Approval Stage
  2. Edit/Delete an Approval Stage

Adding an Approval Stage

1. Look for the Self-Service form you would like to update and click the 3 horizontal lines.

2. Select Approvals.

3. Click Add Stage.

4. Enter an Approval Stage Name and select the Approving Group. If you have not yet created a group, please follow the steps on this article.

5. Tick the box for "Notify submitter when approval stage is completed?" if you wish the submitter to be informed if their request was approved or not.

6. To add more stages, please repeat steps 3-5. There would be an additional tick box asking you when to initiate the next approval stage. 

7. To remove an approval stage, simply hit the Delete button.

8. Click Save to apply the changes.

Editing/Deleting an Approval Stage

1. Look for the Self-Service form you would like to update and click the 3 horizontal lines.

2. Select Approvals.

3. Update the details that you wish to edit. 
          A. Approval Stage Name
          B. 
Approving Group - Select the appropriate group from the drop-down list.
          C. 
Start approval after these stages - This determines when an approval stage
               will start.
          D. 
Notify submitter when approval stage is completed? - Tick the box if you
               wish the submitter to be notified if a certain stage has been completed.

4. Click Save to apply the changes.


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