Approval

What is Approval?

Approval in Form Director helps to collaborate with team and decide whether to execute a service or not.

It turns Google Form submissions into approval workflows on service level, communicates with personnel and track the approval and rejection.

Key features

Quick and easy

Simple steps with pre-configured but customizable templated emails.


Static & Dynamic Recipients

Choose recipients from static list or dynamically from Field picker.


Multiple Apps

Approval feature works on all of the apps supported by Form Director.


Deep Personalization

Email Templates can be personalized with in-depth with dynamic content.


One Click Approval

Present approval communications with one-click approve/ reject buttons


Flexibility

With the level of flexibility built-in, it is just a perfect fit for every use case.


Data Security

Your approval configurations are secured and staying in your Google Drive


Responsive Flow

Sites and Emails displayed in the approval process are responsive and works with any device


Support

Detailed Manuals and Instructions are available with best-in-class support.


Approval Setup

  • Select the service or create a new service

  • Scroll bottom of the page. You will see the Approval Settings(Beta)

  • Switch on "Approval required" to enable the setup.

Authorization:

  • Click on "Authorize" button.

  • This will redirect to the Authorization page.

Note: only Form Director owner can enable the Approval

  • Click on "Sign in with Google".

  • Select the email to authorize.

  • Click Allow to grant access for Approval.

You will see a success message

Basic Setup:

  • Select the required condition for approval.

  • Select the condition as "after" or "before".

  1. If after is selected the service will be executed after the approval process.

  2. If before is selected the service will be executed before the approval process.

  • Provide Requestor Name.

  • Provide Requestor Email.

  • Click on the insert icon on the right corner and choose the Form fields that you need to insert from the list.

Note: Requestor detail are mandatory to setup Approval.

Configuration:

  • Provide configuration name

The major steps involved in the configuration are

  • Send Approval Request

  • Notify on Approval

  • Notify on Rejection

  • Send Intimation

Send Approval Request:

Send templated email approval requests to recipients.

  • Click on the Template button to setup your own email template(optional)

  • Provide recipient emails. Comma(,), semi colon(:), and(&) separation is supported.

  • You can include emails dynamically from Form fields using picker (three vertical dot icon).



Notify on Approval:

Send templated email to recipients when approved.

  • Click on the Template button to set up your own email template(optional)

  • You can provide multiple recipient emails. Comma(,), semicolon(:), and(&) separation is supported.

  • You can include emails dynamically from Form fields using picker (three vertical dot icon).


Notify on Rejection:

Send templated email to recipients when rejected.

  • Click on the Template button to set up your own email template(optional).

  • You can provide multiple recipient emails. Comma(,), semicolon(:), and(&) separation is supported.

  • You can include emails dynamically from Form fields using picker (three vertical dot icon).


Send Intimation to:

Send templated email to recipients about intimation.

  • Click on the Template button to set up your own email template(optional).

  • You can provide multiple recipient emails. Comma(,), semicolon(:), and(&) separation is supported.

  • You can include emails dynamically from Form fields using picker (three vertical dot icon).

Click on Done to confirm the config.


Sample Email Template

  • Select the Email Template symbol.

  • The configuration listing will be shown

  • Click on Add Approval if you want to add multiple approval configurations

One-click Approval vs Approval with comment

One-click Approval:

If you have checked one-click approval/rejection checkbox in service settings, you will receive an email with one-click Approve/Reject button

  • Click on One-click Approve/Reject button

  • Immediately, the service flow will be approved/rejected.

Approval with comment:

If you have unchecked one-click approval/rejection checkbox in service settings, you will receive an email with Approve/Reject button

  • Click on Approve/Reject button

  • After being directed to the site, you can enter any comment in the text area and click on the Approve/Reject button to approve/reject the service flow.

Form Submission Approval Flow

Submit the Google Form.

Approval Request Email:

  • Click on Approve button to Approve the service submission.

  • Click on Reject button to Reject the service submission.

Approve:



Reject:


The approval status will get updated on the service header on response sheet:

Notify Email:

Approved/Rejected by Email:

Detailed Sheet:

The detailed approval sheet will be created for each service.

Warning: Do not edit the sheet

Submit the Google Form.