How to Set Up Approval Workflows

This is a closed beta feature, please contact our sales team to find out if you are eligible. For more information on the closed beta program, click here.

Approval Workflows can be created to ensure that any submitted requests are reviewed by the appropriate channels before they are approved. Each request must be approved at the first level before is it carried on to the subsequent levels of the approval workflow. 

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How to set up and use Approval Workflows

Owners and admins can set up approval workflows by navigating to:

Settings > Workflows > <select module>

This will allow them to manage approval workflows by creating, editing, or deleting any available workflows shown on the page. 

To create an approval workflow:

  1. Click on 'Add Workflow' button.
  2. Enter a workflow name.
  3. Assign the workflow to a team or multiple teams.
  4. Select a first level approver from the Level 1 drop down menu.
  5. Add more approvers by clicking on 'Click to add another approver' (up to 5 levels).
  6. Click on 'Save'.

Remove an approver by clicking on the  icon next to the approver to be removed. 

 

Edit or Delete an Approval Workflow

Any changes made to the Approval Workflow while there are currently 'Pending' requests for that module will mark them as 'Declined'. Resubmitting the request will use the updated workflow. 

To edit a workflow

  1. Click on the 'Actions' button to the right of the workflow.
  2. Click on 'Edit'.
  3. Make updates to the workflow.
  4. Click on 'Save'.

To delete a workflow:

  1. Click on the 'Actions' button to the right of the workflow.
  2. Click on 'Delete'.

Have more questions? Submit a request

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