Global Approval

What is Global Approval?

Form Director's Global Approval feature streamlines team collaboration by integrating approval workflows directly into Google Forms. This ensures that all configured services within a form are executed only after receiving the necessary approvals, aligning actions with organizational standards and strategic goals.

How Global Approval Works:

Upon a form submission, an approval flow is initiated. The designated approver reviews the submission and grants approval. Once approved, all associated services configured in the form are executed.

Explore Service Approval

Explore Multi-Level Approval

Setting Up Global Approval

Access Global Approval Settings:

Navigate to the Form Director menu and select "Global Approval Settings.

Enable Approval Requirement:

Toggle the "Approval required" switch to the "On" position to activate the approval process.

Authorization:

Click the "Authorize" button.
You'll be redirected to an authorization page.
Note: Only the Form Director owner can enable the approval feature.

Select the email to authorize.

Click Allow to grant access for Approval.

You will see a success message

Configure Basic Settings:

Approval Condition: Choose when services should be executed in relation to the approval process:

After Approval: Services execute only after approval is granted.
Before Approval: Services execute before the approval is granted.

Approval Methods: Select the desired approval method(s):

One-click Approval
One-click Rejection
Allow Re-Approval/Rejection

Requester Details: Provide the Requester's Name and Email. Use the insert icon to dynamically select form fields for these details.

Note: Requester details are mandatory for setting up approval.

Configuration:

Provide configuration name

The major steps involved in the configuration are

Send Approval Request
Notify on Approval
Notify on Rejection
Send Intimation
Required recipients for execution (min. approvals)

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

Click on Done to confirm the config.

Number of Recipients Required for Execution (Min. Approvals Needed)

Users can now set the minimum number of recipients needed for approvals. The Form Director app will check if the required number of approvals is met before proceeding.

Enter the desired number of recipients needed for approval. For example, if at least 2 recipients must approve, input "2" You can adjust this number up or down based on your needs.

Note: Form Director will only proceed with executing services after the specified number of recipients have approved. Whenever a recipient approves or rejects, the system will send an approval or rejection email if configured. However, the services will only be executed once the configured number of approvals has been reached.

Save the Global Approval settings.

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.