Manage Approval Workflows of a Project

Overview

Add approval workflows to forms or to the Document section of projects to make them available when requesting approval. The workflows need to be created first as described in Create & Manage Approval Workflows.

Read more about Approvals.

Manage Workflows of Forms

Before a workflow can be assigned to a form, the form option 'Approval Workflows' must be enabled. Read more in Form Options > Approval Workflows.

Add (or remove) one or more workflows to make them available when requesting approval for tickets using that form. To do so:

1. Click Projects
2. Click on the project in the list
   
3. Click Forms
   
4. Click on a form to edit it
   
5. Click on the Approval workflow drop-down
   
6. Click + to add a workflow
   
7. Optional: Click ✔ to remove a workflow
   
8. Click Apply to save the selected workflow(s) to the form in this project
   

Also see Request Approval for a Ticket.

Manage Workflows of Documents

Add workflows to the Document section of projects to make them available when requesting approval for documents or plans. To do so:

1. Click Documents
2. Select the Project
3. Click Settings
   
4. Click + Add workflow to project
5. Click the + icon to add the workflow
   

To remove a workflow from Documents of a project:

1. Hover over the workflow
2. Click the Delete icon
   
3. Click Delete to confirm
   

Also see Request Approval for Documents and Request Approval for Plans.