Step-by-Step Process for Creating and Approving Forms in BoloForms
MK

Maurya K

Created Jun 02, 2023

Step-by-Step Process for Creating and Approving Forms in BoloForms

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Form Approval Workflow Software | Google Workflow Software

19 Steps
Go to https://www.boloforms.com/
1

Click on Sign In

Click on Sign In
2

Choose your preferred sign-in option

Choose your preferred sign-in option
3

Give required permissions

Give required permissions
4

A dashboard will be created

A dashboard will be created
5

Click on Create

Click on Create
6

Select any of the thousands of templates availabl

Select any of the thousands of templates availabl
7

Enable Approval Workflow if multistage workflows need to be created

Enable Approval Workflow if multistage workflows need to be created
8

Click on Create Form

Click on Create Form
9

Make required alterations to the form

Make required alterations to the form
10

Click on Edit Workfow

Click on Edit Workfow
11

Click on Add Recipients as required

Click on Add Recipients as required
12

Add recipient emails and save

Add recipient emails and save
13

Select Action for Recipient

Select Action for Recipient
14

Click on Save

Click on Save
15

Go back to Forms

Go back to Forms
16

Click on Preview link

Click on Preview link
17

Embed form in processes, when someone opens the form will will fill the info and submit

Embed form in processes, when someone opens the form will will fill the info and submit
18

Approver will receive email to Approve/Reject Request

Approver will receive email to Approve/Reject Request
19

Approver can add comments, Approve or open in Dashboard

Approver can add comments, Approve or open in Dashboard
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