Set up an approval stage

Some requests might need approval before they can move to the next status in their workflow.

Learn how to set up approval steps.

Learn how to add custom fields to your requests.

When you add an approval step to a workflow, you can choose who approves issues, and what happens when they're approved or declined.

Define approvers for specific request types in advance so that you don’t have to manually enter them each time.

When setting up approvals, you can allow customers to choose approvers by adding a user picker field to the portal form.

Learn how to add conditional fields to your requests.

Allow approvers to approve a request directly from an email notification or chat.