Day: March 6, 2024

How to Create a Google Forms Approval WorkflowHow to Create a Google Forms Approval Workflow

Approval Approval Workflow are used to automate and speed up a business process. These workflows involve a series of steps that take place after form submissions are reviewed by stakeholders assigned to them. This helps to eliminate manual processes and improve productivity.

Automating Approvals: Step-by-Step Guide to Setting Up Google Forms Approval Workflow

To create an approval workflow, first design a Google form that captures all information needed to move forward with a specific task or process. Then, configure the form to identify and route the right approver. For example, if you need to request leave from work, you can set up the form so that it routes the submitter’s manager. This will ensure that the person in charge of approving the request is notified and can do so without delay.

Once the form is complete, you can configure it to automatically send a copy of the submission to all approvers by email. The approvers can then select from a list of options – like “Approve”, “Reject”, or “Request More Information” – that determines what happens next in the process.

To set up this workflow, you need to install a free add-on called Form Publisher. This tool simplifies document generation by enabling you to instantly create documents from form responses or Google Sheets data. It also provides multiple markups and formatting options to tailor the output for different scenarios.