Configure Approval Process

  1. Go to Configurator > Forms

    The Forms page appears

  2. Scroll down to the Settings section
  3. Click Manage Approval Processes card

    The Approval Process page appears

  4. Click Create Approval Process card

  5. Enter title in the Title textbox

  6. Select any one of the following checkboxes.
  7. Use the tool tips to help fill in the information
  8. Click Add Approval Level to define the approval hierarchy. Refer Add Approval Level for more information on the types and flow mode.

  9. Click Save