How to work with form approvers?

Step 1: Access the Forms module.

• Navigate to the forms module.

• Click on “New form” and select “Dynamic form”.

Step 2: Build your form.

Once you’re in the form builder, you can assign a form owner, and select one or more approvers.

Step 3: Add fields and save the form.

• Add all the necessary fields to your form.

• Once you’ve added all the fields, click “Save” to save your form.

Step 4: Review and publish the form.

• Go to the overview of all forms.

• Locate the form you just created and click the “Review” button.

Step 5: Publish the form.

• After clicking the “Review” button, you will have the option to publish your form.

• Click the “Publish” button to make your form live and available for use.

Step 6: Add a new version.

To create a new version of your form, click on the “Details” option next to the form you want to update. This will allow you to make necessary changes and save the new version.

After accessing the form details, click on “Add new version” to start creating the updated version of your form.

Step 7: Update and save the form.

• Make necessary changes to the form.

• Once you’ve completed all updates, click “Save” to save the new version of your form.

When you save the new version of your form, a pop-up will appear. Use this opportunity to describe the updates you’ve made to the form. This information will be recorded and logged, providing a clear history of changes made to the form.

Step 8: Request approval. 

• All designated approvers of the form must review the updated version.

• Once they have reviewed it, they need to request approval for the form.

Begin by clicking on the “Review” option for the form. This will allow you to examine the form’s content and updates.

After reviewing the form, click on “Request approval” to proceed with the approval process.

Once all the approvers have clicked “Request approval”, the form will be successfully upgraded to the next version (e.g., version 2.0).

Important note:

To view more detailed information about a form, such as updates, comments, and approvers, follow these steps:

• Click on the “details” button next to the form.

• Click on the “info” button to access additional information about the form.

You will see the following:

Info tab:

This tab displays key details about the form, including: name, version, status, and approval date of the form.

Updates tab:

This tab lists all the updates made to the form after each version upgrade. For example, you might see a log of changes similar to this:

Comments tab:

This tab allows both the form owner and approvers to add comments about the form. It serves as a communication channel for discussing updates, changes, or any other relevant information related to the form.

Approvers tab:

This tab lists all the individuals currently assigned as approvers for the form. It provides a clear overview of who is responsible for reviewing and approving updates to the form.