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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.

  1. In Form Designer, go to Settings > Assignments tab.
  2. 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.
  3. If submissions need to go to approvers in a specific order (first, second, etc.), set that order here.
  4. Choose whether all listed approvers must approve, or whether any one of them can.
  5. 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.