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Approval Form Design

We will start by adding an Approval Step to the Create Notification assignment. And then build a flow to handle the approval.

Recall that the Customer Inspection Form design had an assignments. We will be using the Create Notification form from that assignment.

If you have not yet completed that assignment, do so now so that you can continue with this tutorial.

  1. Login to Turbo Apps and click on Forms in the sidebar
  2. Click on the Copy button on the row with the Create Notification form
  3. Set the Title to Create Notification Approval and the Description to Create a notification on SAP after approval or similar
  4. Click on Copy button to copy the form
  5. Remember to click on the Assignments icon and assign the form to a team that has at least 2 users including you so the approval can be tested
  6. Now click on the copied form to open the Form Designer
  7. From Turbo Premium, drag and drop Smart Nested Form to the top of the form. This will ensure it occupies the full width of the form.
    1. Change the Label to Approval Form and click on the :fontawesome-solid-key: icon to update the API property to approvalForm
    2. Click on Form and click on the Form dropdown.
    3. A list of Approval Form Templates in the system are shown. Choose the default Approve Reject Return approval template
    4. Click on Save to save the properties
  8. Click on the Save icon on top to save the form now.
  9. When you Preview the form you will see no difference to the Create Notification since the template is displayed in the Turbo Forms App dynamically.

That’s it. The Approval form design is complete. After we build the Approval Flow we will test the Approval form.

  1. Designing a Nested form with content component for branding
  2. Using the Nested Form in another form
  3. Make changes to the nested form and publish it
  4. Update the embedding form to include the updates from the nested form