Set up approvals

To require approval for a request, you can add an approval to the workflow that the request follows.

To add an approval:

  1. Choose who can approve the request. You can have customers choose approvers from a list, or you can send requests to a pre-set list of approvers. For example, a customer can search for their manager in a list.

    1. To do this step, add a user picker field to the request form.

  2. Choose when in the workflow the request goes to approvers. In the following workflow, the request goes to approvers right after it's created.

    1. To do this step, add an approval step to the workflow the request follows.

Needs approval highlighted in workflow

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