Introduction To Approval Workflows

An Approval Workflow is a process that enforces a review of submitted data records. You set this up at the form level. Approvers must review each data record and either approve it or request changes. This topic describes the Approval Workflow process.

Available on the Enterprise tier only:

Contents

• Introduction To Approval Workflows
  • Video demo
  • Approval process diagram

Video demo

Approval process diagram

The following diagram shows an approval process that starts when a Field Technician submits a record that needs approval.