Approvals
A form can send each response to a reviewer. The reviewer approves or rejects it. This uses Foldr’s Reviews feature, so Reviews must be on.
Foldr Cloud now. Appliances from 11.3 for approver decision fields.
Request approval
Section titled “Request approval”On the Responses tab of Settings, Request approval has Send responses for approval. An administrator who can set up reviews builds the rule. Anyone else sees An administrator can set up approval for this form.
An approval works on the file a response makes, so choose Where responses go first. A rule checks custom fields on that file, so at least one question must Save answer to field. Settings warns you when:
- there is no destination folder,
- no question saves its answer to a field,
- a rule checks a field that no question fills, or that the form cannot write to,
- the form saves an answer there but is not published yet.
To route an approval to whoever a response names, the destination needs a people field that forms can write to. Choose Add an approver field, which adds a field called Approver that takes a person or a group.
Stop sending for approval removes the rule from the form. Approvals already raised are not affected. Approvals set on the destination folder also apply to the form’s documents.
A script set to Run on submit runs before approval. To run one after approval, add it to the approval’s outcome. See Forms, signing and reviews for what it receives.
Approver decision fields
Section titled “Approver decision fields”An approval step can ask the approver to fill in fields while they decide. Under Fields the approver fills in, choose Add a field. Each field has:
| Setting | Does |
|---|---|
| Required | Approve stays disabled until it has a value. |
| Also ask when rejecting | Asks on a rejection too. Without it the field is only asked when approving. |
| Default value (optional) | Fills in the starting value. A people field has no default. |
The values are written to the file the response made. A hidden field is set but the approver cannot see it on the file afterwards. A field type an approver can set includes select, text, number, date, yes/no and people.
An automation attached to the approval’s outcome receives the choice as decision. See Forms, signing and reviews.
Signing after approval
Section titled “Signing after approval”A signature can wait for the approval. See Signing.
Related
Section titled “Related”The mash.reviews object is in the Reviews library page.