How to Create Approval Workflow in Microsoft Forms?

Are you looking for a way to streamline your team’s approval process? Microsoft Forms can help. With the ability to create an approval workflow, Microsoft Forms can help you manage approvals quickly and efficiently. In this article, we’ll discuss how to create an approval workflow in Microsoft Forms and the benefits of doing so. With the right setup, you can ensure that your team’s approval process is both efficient and secure.

What is an Approval Workflow?

Approval Workflow is a process that lets users manage their documents and approve them before they can be published. It is used to streamline the review and approval process for documents and other content. Approval Workflows can help users save time, reduce errors, and ensure that all documents are properly reviewed and approved before they are published.

Approval Workflows can be used in various ways, from managing documents to approving website changes. They are used to ensure that the content is accurate and approved by the correct people before it is released.

How to Create an Approval Workflow in Microsoft Forms?

Creating an Approval Workflow in Microsoft Forms is easy and can be done in just a few steps. First, open Microsoft Forms and create a new form. Then, add fields that ask for the relevant information you need to approve the content. Once the form is complete, you can add the Approval Workflow to the form.

To add the Approval Workflow, click on the “Workflow” tab on the left side of the screen. Then, click “Add Workflow” and select the type of workflow you would like to add. You can then specify the people who need to approve the content and the order in which they should approve it.

Setting Up the Workflow

Once you have selected the type of workflow you want to use, you can set up the workflow by specifying the steps in the process. You can set up the workflow to include multiple steps, such as a review, an approval, or a final sign-off. You can also specify who will be responsible for completing each step.

Adding Notifications

You can also set up notifications for each step in the workflow. Notifications can be sent to the people responsible for each step, as well as to the person who submitted the form. This ensures that everyone is kept informed about the progress of the workflow.

Testing the Workflow

Once you have set up the workflow, you can test it to make sure it works as expected. To do this, you can fill out the form and submit it. Then, you can follow the workflow to make sure that it is working correctly.

Testing the Steps

You should test each step of the workflow to make sure that it is working correctly. This can include making sure that the people responsible for each step are notified, that the workflow is progressing in the expected order, and that the content is approved by the correct people.

Testing the Notifications

You should also test the notifications to make sure that they are being sent to the right people. This includes making sure that the people responsible for each step are being notified, as well as the person who submitted the form.

Publishing the Workflow

Once the workflow has been tested and is working correctly, you can publish it. This will make it available to anyone who needs to use it. You can also share the workflow with other users, so that they can use it as well.

Sharing the Workflow

You can share the workflow with other users by clicking the “Share” button in Microsoft Forms. This will allow you to send a link to the workflow to anyone you would like to share it with.

Making the Workflow Accessible

Once the workflow is shared, you can make it accessible to anyone who needs to use it. To do this, you can set the permissions for the workflow so that any user can view and use it. You can also set up the workflow to be accessed by specific users only.

Few Frequently Asked Questions

What is an Approval Workflow in Microsoft Forms?

Approval Workflows in Microsoft Forms are automated processes that enable someone to approve or reject a submission. Workflows can be triggered when a response is received from a form. They enable users to assign tasks to different people, set deadlines, and add conditions for approval or rejection. This ensures that the process is efficient and that the right people are involved in the decision-making process.

How Do I Create an Approval Workflow in Microsoft Forms?

Creating an Approval Workflow in Microsoft Forms requires a few steps. First, you need to open the form and click on the “Settings” tab. Then, select “Workflows” and click “Create New”. Next, you will be asked to enter the name of the workflow, the description, and the email address of the person you want to receive the notification. After that, you will be able to define the conditions and actions which will determine when the workflow should be triggered.

What Are the Benefits of Using an Approval Workflow in Microsoft Forms?

Using an Approval Workflow in Microsoft Forms can be beneficial for many reasons. It can help to streamline the process of decision-making and ensure that all necessary steps are completed. It can also help to keep track of decisions and ensure that all stakeholders are kept informed of the progress. Additionally, it can be used to ensure that the right people are involved in the decision-making process.

What Are the Different Types of Approval Workflows in Microsoft Forms?

Microsoft Forms offers several different types of Approval Workflows. These include “manual”, “automatic”, “conditional” and “parallel” workflows. Manual workflows require someone to manually approve or reject each submission, while automatic workflows are triggered by a specific event or condition. Conditional workflows allow users to set specific conditions for approval or rejection, while parallel workflows assign tasks to different people.

How Do I Set Conditions for an Approval Workflow in Microsoft Forms?

Setting conditions for an Approval Workflow in Microsoft Forms is easy. First, open the form and click on the “Settings” tab. Then, select “Workflows” and click “Create New”. Next, you will be asked to enter the name of the workflow and the description. Finally, you can set the conditions under the “Conditions” tab. Here, you can set conditions based on the form responses, such as the value of a specific field or the type of response.

How Do I Monitor Approval Workflows in Microsoft Forms?

Monitoring Approval Workflows in Microsoft Forms is simple. First, open the form and click on the “Settings” tab. Then, select “Workflows” and click on the workflow you want to monitor. You will then be able to view the history of the workflow, including the date and time it was triggered, the number of responses received, and the status of the workflow. Additionally, you can view the details of each response and the assigned tasks for each person.

Creating an approval workflow in Microsoft Forms is an effective and efficient way to streamline your business processes. By utilizing this feature, you can easily automate the approval process, saving you time and effort in the long run. With the intuitive user interface and built-in features, you can easily create your own approval workflow and increase productivity in no time. With Microsoft Forms, you get a powerful and flexible way to manage approvals, allowing you to create and manage automated approval processes quickly and efficiently.