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.
Demo Video: How to make Google Forms Approval flow to create Google Calendar Event?
Demo Video: How to Tweet on Approval from Google Forms?
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".
If after is selected the service will be executed after the approval process.
If before is selected the service will be executed before the approval process.
Select the approval method required.
One-click Approval
One-click Rejection
Allow Re Approval/ Rejection
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