Who can Approve a Form?

Designate users that can review and approve forms

The Forms application allows organizations to create workflows incorporating the ability to quality check the content of a form. Designated approvers can make revisions, approve, and reject forms that are submitted. Once a form is approved, its content populates a new record in the associated database. 

Selecting Approvers


Navigate to the Permissions pane within the Forms app to see a list of who within your organization can be a designated approver of a form.

permissons

 

From here click the admin bar on the right-hand side to indicate who should approve the form.  Those marked as admins will receive an email notification when a new form is ready for review if they have the notifications bar checked and highlighted green.

 

members 

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

 

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