Example: An employee submit a leave application, there will be 2 different people to approve the employee leave application

Step 1: Set up a new form

  • Go to Processes

  • Click “Create New”

Step 2: Update Process Details

  • Key in the process name

  • For internal company Processes - Choose the user(s) who will be using the form

  • Click “Save & Continue”

Tip: The user(s) include the one who will be doing the approval

Step 3: Edit or Format the form fields ​on Form Builder

  • Choose the required fields (example: Text; Email; Number and etc) ​

  • Click on the “Gear” button ​

  • Edit the information on Properties panel (example: Field Label; Dropdown Options and etc)

  • Click on “Design Workflow “​

Tip: You may want to check the box for "This field is required" on the Properties Panel to prevent spam.

Step 4: Add Approval Plugin to the Workflow ​

  • Click on “Add Plugins” ​

  • Click on “Use” button under Approval ​

  • Drag the node on the “User Submits Form” box to the node on the “Approval” box ​

Step 5: Insert Approval plugin details ​

  • Double click on Approval box to customise your approval details and email and click “Save” ​

Step 6: Publish Changes

Your form is ready for submission.

Step 7: Form submission received

The first approval party will receive an email notification to approve/reject the entry. After the form is approved, then the second approval party will receive an email notification to approve/reject the entry.

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