Creating & Associating Approval Workflows

Create your Approval Workflow

1. 1. Click on Settings and Configuration

   

2. 2. Click on Workflows

   

3. 3. Click on All Workflows

   

4. 4. Click on Add Workflow

   

5. 5. Select Add Approval Workflow

   

6. 6. Type the name of your workflow into the Approval Workflow Name field

   

7. 7. Select your Backup Approver

   This is used if you have an slotted time for an approval, and the original approver does not process the request

   

8. 8. Select your Contact Person

   

9. 9. Click Save

   

✍️ Configuring your Approval Workflow

1. 10. Click on your new Approval Workflow name

   

2. 11. We'll first set up the approvee criteria

   

3. 12. Click on Edit

   

4. 13. Select your Approvee Criteria settings

   You have the option to choose from various fields/types here - Organization, Role, etc

   

5. 14. Click on Save

   

6. 15. Click on Approval Steps

   

7. 16. Click on Edit

   

8. 17. Click on Add Step

   

9. 18. Add your Step Name

   

10. 19. Click on Save

    

11. 20. Choose your time limit, if applicable

    

12. 21. Click on the Settings wheel

    

13. 22. Select the relevant settings

    

✔️ Selecting your Approver

1. 23. Click on the name of your Approval step

   

2. 24.

   

3. 25. Click on Edit

   

4. 26. Set your criteria (in this example we are using a single individual). Choose Person from the first box

   

5. 27. Select Person Selection in the second box

   

6. 28. Click on Select to bring up the list of available approvers

   

7. 29. Check the box for the individual(s) you would like to be approvers

   

8. 30. Click on Save

   

🤝 Associating your Approval Workflow with a Registration Workflow

1. 31. Click on your Registration Workflow

   

2. 32. Click on Workflow Steps

   

3. 33. Click on Edit

   

4. 34. Click on the Approval Workflow dropdown

   

5. 35. Select your Approval Workflow

   

6. 36. Turn the toggle on

   

7. 37. Click on Save