Creating Approvals
Key Parts
Steps
Steps are the building blocks of your approval. There are three types:
- Trigger – Starts the approval (e.g., form submitted, email received).
- Activity – Performs an action or task.
- Control – Manages flow (e.g., branches, loops, or merges).
Forms
Forms are used to collect or display information when human input is needed. You can easily create them with the built-in drag-and-drop form tool.
Creating or Editing
To create or manage approvals:
Go to Manage and click the Approvals card.
Here you can you can:
- Create a new approval
- Edit an existing one
- Turn approvals on or off
Tools for Creating
To build approvals, you’ll use three main tools. Each one helps you create different parts of the approval — from setting up the logic to collecting data from users.
Form Builder
Use drag-and-drop to design forms that collect or show data to users.
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