If you are looking to create an approval system for any type of process, you can use the Manager Fields columns of the Form.
The greatest advantage of the Manager Fields is that it allows you to perfect the internal communication in your company over a specific entry, both between the managers and employees.
By using Manager fields, you can approve forms with the status field, have managers digitally sign and confirm the entries, add a manager note to the Form, and use the Person field to tag the relevant stakeholders.
Thus, for any process that needs the manager's or supervisor's approval, this capability will come in handy.
Let's go over the process!
Important Note:
The Basic plan allows you to add 1 status and 1 note column.
The Advanced plan allows you to add one type of each Manager Field column.
The Expert and Enterprise allow you to add unlimited Manager Fields columns.
How do I customize the status column?
For every new Form, one status column will be added by default with the options “Done” and “Working on it”.
Once you have accessed the status settings, you can add more statuses or edit the existing ones. To add more statuses, click the add status button:
To edit a status, hover your cursor over the status and a pencil will appear. Click the pencil to edit the status. You can also edit the name of the column following the same process.
How can I add a new column?
What type of columns can I add?
Status column: Create an approval system or ticketing system. Edit the status to match your progress.
Notes column: Add internal notes. Your managers can leave notes regarding the entries for a specific Form.
Person column: Assign an entry to the relevant manager to increase accountability.
Date column: Keep track of the dates the managers have checked the Forms
Signature column: Add internal digital signing for the managers. Make sure the managers go over and sign the Forms.
File column: Add a relevant file to be attached to the Form.
How do I use the Manager Fileds columns?
As an admin, you can change the status of a Form, leave a note, add a signature, and more by accessing the entries.
Depending on your settings, your mobile users (employees) will be able to check the entry's Managers Fields. To notify your employees about a change in a Manager field, keep the mobile users can see this status in the app.
Employees (mobile users) will be notified of a status change as shown in the image below. To find the entries history, employees should access the Profile tab > My entries history:
New Release - for Expert and Enterprise plans:
On every Manager Field settings, you have the ability to give specific users who are not admins, permission to edit the relevant Manager Field columns.
Note: Owners can always edit columns.