How do I set up an approval/review workflow (Prior Approvals) on a Connect form?
Connect doesn’t have a “reviewer dropdown field” as a distinct form element, but it does have a dedicated approvals feature that serves that purpose.
- In Form Designer, go to Settings > Assignments tab.
- Under Form Approvals, add the Connect users who should be able to review and approve. These approvers must already exist as Connect users before this step.
- If submissions need to go to approvers in a specific order (first, second, etc.), set that order here.
- Choose whether all listed approvers must approve, or whether any one of them can.
- To allow additional approvers to be added after submission, check Add new Approvals after submission at the bottom of the section.
To add an approver to one specific submission: open that submission, go to the Approvals tab, and choose Add.