Creating an Approval Step

An approval step requires a user or group of users to review and take the 'Approve' action within a document. The workflow cannot continue until the step is approved. Typically, Approval steps are utilized to capture the necessary review/approval from the required users, departments, colleges, or other groups/units for the given functional purpose of the app.

Click on the Approval step from the top left side of the Workflow screen.
Drag and drop the step in the desired location.
Determine the settings for the step in the configuration panel that pops up on the right side of the screen.

What is Step Label?

By default, the Approval Step you just created is called "Approval." This typically isn't a problem with a basic workflow configuration, but for more complex workflows it can get pretty confusing to have multiple steps named "Approval."

The Step Label allows you to customize the name of this particular step so it more accurately represents this part of the process. This will help you keep your workflow organized as you are building out your process, but it can also help provide clarity for reviewers who need to approve multiple times during the process.

How Do I Choose an Approver?

Once you have created an approval, the Approval panel will open on the right-hand side of the screen. From there, you can choose from a list of individuals to approve the form. Each option is discussed on the Assigning Person/Group to Step Page. Assigning Person / Group to a Step