Once you have made your form available to requesters and they submit their requests, the reviewers can begin to act on the requests.
If you have set up the Requester Email Address on the Advanced Settings tab, requesters will receive an email after each Approval Step notifying them of the reviewer's decision
Check the box on your Google Form "Automatically collect respondent's username" to be able to setup Requester Email Address
In addition to Approve and Decline, reviewers have 3 additional choices that can be set up in the Advanced tab.
- On hold. The reviewer can decide to put a request "On hold" The workflow owner can send a reminder email to reviewers to process requests put "On hold" by pressing the rounded arrow on the Reports tab
- Final approval. This will allow reviewers to definitely approve a request at any step
- Send back to Requester. The reviewer can send a request back to the requester and ask them to amend the request. Comments for the requester can be left in the Comments section of the Approval module. The form will be re-submitted by the requester for approval
All responses will be kept on your spreadsheet and dashboard showing a simple audit trail.
Send Reminders. Press the rounded arrows to send reminder emails to reviewers to act on requests that are put On hold or are Waiting for approval.