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The approval workflow is step 4 of the Form manager. It lists the members who must approve each application, in order. Use it to require more than one sign-off, for example an analyst then a director.

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Key concepts

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How it works

The workflow:
  • Assigns approvers in list order.
  • Skips approvers who already approved.
  • Skips members who are inactive or no longer exist.
  • Lists each member once, even if you add them twice.
  • Falls back to the earliest active Super Admin if no listed approver is left.

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Set the workflow

1

Pick the approvers

Click Add Approver (2) and pick a member for each row (1). The number on the left is the order.
Approval Workflow step with two approvers, names redacted, and callouts on the first approver and Add Approver

Step 4: Approval workflow

2

Order them

Drag a row by its handle to change the order. Click the bin to remove an approver.
3

Continue

Click Next to go to Review & publish.

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Reference

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Worked example

You list two approvers: a Reviewer, then an Organization Admin. An application is accepted, so the Reviewer is assigned. They approve, and the Organization Admin is assigned. The Organization Admin approves, the application becomes Approved and the credential is issued. If the Reviewer had been inactive, the Organization Admin would be assigned first.

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Errors and troubleshooting

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FAQ

No. Filing forms issue their credential on submit, without review.
The earliest active Super Admin is assigned.