This article explains how to approve or reject a generated file when you receive a request from the Form respondent.
1. How to approve or reject a generated file?
When someone submits a form, each approver will receive the following email, with the generated document to approve or reject:
You'll then be redirected to the Form Publisher web app. Select ‘Approve’ or 'Reject':
Finally, the Form respondent will receive a notification on the approval status of his request:
warning When you add multiple approvers, if someone already approved the file, the others won’t be able to modify the approval status.
2. Add an approval stamp on the generated file
Insert the following marker in your template: <<Workflow status>>
Form Publisher will then replace this marker with one of these approval statuses:
- waiting: The approver needs to review the document
- approved: The approver has approved the document
- rejected: The approver has rejected the document
info If you want to add the approver's email address, the approval date and some comments, please add the following markers:
- <<Workflow approver>>
- <<Workflow date>>
- <<Workflow comment>>
Read this article to learn more: ‘Tips: Standard markers to be reused in your template’
Here's the results with our leave request example, before and after validating a request:
3. Check who has validated the request in your responses spreadsheet
When an employee submits a new leave request, Form Publisher will automatically add the approver's email address under a new column called '[Form Publisher] Validators':
Next article:
Once you know how to approve/reject a generated file, proceed to the next article: '[Part 3] Ask for more information / add comment to a request'
Comments
6 comments
In the first step on the workflow organisation there is a level for applications where the approver wants more information and therefore it sends back to the person who applied to adjust their application but I can't find instructions on how to set this up? All I get is an option to Approve and reject none for resubmit/require more information etc
Hi,
You will need to activate the option for the user to Edit is response to use this option.
Hi --
I'm using the add on for a form that asks approval from managers. My issue is though, when it goes out to multiple managers the first one that responds (with an approval or rejection), essentially closes out the poll. Not allowing any of the other managers to vote or voice concerns.
Is there a way to combat this?
Hi,
I enabled the Edit for the user, the user(Approver) requests more information but after that I only get an email with the request for more information the Approver question and no option to answer the request. Only Option I get is to Update the response. What am I missing?
Hi,
@Molly Pace: For the moment this is the way Form Publisher works. We are not currently working on that part of the feature so it will not change for the moment.
@paula vedoya: Well once the approver asked for more information with a comment, the respondent can edit his response to match the need of the approver, that's how it works.
Is there a way to edit if you pressed rejected but meant to approve or vice versa?
Please sign in to leave a comment.