Approveit Guide: Creating a Workflow in Approveit
We’ve issued a big update, and the interface of the workflow builder has changed. In this guide, we will walk you through the new workflow building process.
PLEASE NOTE, that none of your existing workflows will break, everything will work just as it used to.
Choosing your workflow
Next, you’ll be asked to choose the approval form template that suits your use case. Select the use-case
For example, select Accounts payable → Bill approval
Add external data source
Activate the option of adding external data source for an action outside of Approveit to trigger an approval request.
Choose external data source
You can use Zapier or Apporveit API to trigger an approval request when a particular event happens outside of Approval.
Click Edit form fields
Specify the approval form that requestors will be filling to create an approval request.
Mandatory fields can not be deleted
There are some fields that are mandatory and therefore can not be deleted but can be reordered.
Additional fields
Additional fields can be added by selecting the needed field from the right panel.
Specify the name of the field
Once the field is added, the field has to be named.
Add the options
Add the options that will be available for a requestor to specify.
Working with dynamic fields
Add a field that should appear only if a particular option is selected on the previous steps (dynamic field). For example, let’s add the text Single-line field that should appear only if the Expense type is Fixed.
Click on the Dynamic field sign
Specify the conditions when the field should appear
Specify the conditions when a field should appear
Click on Done
Save the created form
Click on Add approvers
To specify the approval flow, click Add approvers
Rename the first approval step
Specify the approvers for the first step
Add one more approval step
Name the second step
Type “Finance approval”
Specify approvers for the second step
Add the third approval step
Name the third step
Turn on conditions for the third step
If the Conditions are activated for the step, then the step runs only if the Conditions are met
Specify the conditions
Specify the approvers for the third step
Click on Show Flow
To view the approval flow, click Show Flow
Click on Done
Save the approval flow by clicking Done
Click Settings
Rename the workflow stage and activate the needed options
Activate post-approval integration
To activate a post-approval action (like sending an email upon approval or creating a row in a specified table in Google Sheets) click ‘Send requests data to’
Click on Send requests data to…
- An email can be sent upon approval to a specified email address
- An action may be performed via Zapier (for example, a new row can be created in the table in Google Sheets)
- An action may be performed via Approveit API
Click on Workflow Settings
Add labels for the workflow
Click on Access
Limit the access to specific team members
