Approval

What is Approval?

Form Director Approval is to turn Google Form submissions into approval workflows on service level.

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

Approval Setup

  • 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

Send Approval Request

Send templated email approval request to recipients

  • Enable "Send Approval Request".

  • Click on 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).

Send When Approved

Send templated email to recipients when approved

  • Click on "Send When Approved".

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

  • The requestor will be the default recipient.

  • You can also 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 When Rejected

Send templated email to recipients when rejected

  • Select "Send When Rejected" check box.

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

  • The requestor will be the default recipient.

  • You can also 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

Send templated email notification to recipients

  • Enable "Notify".

  • Click on the Template button to set up 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).

Click on done to confirm the config.

  • The configuration listing will be shown

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

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 detaild approval sheet will be created for each service.

Note: Do not edit the sheet