Approvals and Workflows

Owned by joe.pernick (Deactivated)
Last updated: Mar 13, 2024
3 min read

Unlock streamlined processes with the Approval and Workflows feature, offering group officers the ability to seamlessly manage survey and form submissions through simple approvals, enabling status adjustments. Dive deeper with dynamic workflows, efficiently routing forms through the campus for collaborative sign-offs, ensuring smooth event approvals and club registration processes.

Simple Approvals

  1. Manage your group

  2. Navigate to your form

  3. Make sure your form settings are set to not hide the Approval Box

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  4. Navigate to your submissions and notify the user by selecting one of the following statuses:

    • Approve

    • Requires Modifications

    • On Hold

    • Reject

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  5. You’ll also be able view each user’s submission of the form and message them within the platform.

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Any officer of your group who has access to the form will be able to manage the form approvals

 

Workflow Approvals

Workflows are a multi-step approval process where multiple teams can approve of the form before a final approval

  1. Manage your group

  2. Click on the Surveys & Forms dropdown and select Workflows

  3. Select Create Workflow or Edit an existing Workflow

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  4. Provide a name for your workflow and click Save

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  5. Click Create Step

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  6. Provide a Name for the step, decide how many people need to approve in the Transition dropdown and click Save

  7. Once you have created a step, assign a team by clicking Edit Teams

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  8. Add team members to the step by clicking Edit Participants or Create Team

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  9. Click Add to Step in order to assign the team to the step

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  10. To connect the Workflow to your form, navigate to the Form Settings and connect the Form to the Workflow and click Save

  11. Set up Workflow Logic if certain steps should be invoked based on the Form responses

  12. As submissions come in, users will receive notifications in both their email and under My Workflows located under My Activity

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  13. Open the Form submission and Click I Approve

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Please contact support@campusgroups.com with any questions.