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Organization Form Approval

Ryan Wold edited this page Oct 23, 2024 · 9 revisions

Organizational Form Approval

  • An Organization can request for Touchpoint's Admin to enable the "Organizational Form Approval" feature.

  • Enabling "Organizational Form Approval", adds an Approval workflow to Form publishing.

  • The Organization is responsible for delegating the responsibility of approving forms.

  • An Organizational Form Approver manages Forms that belong to an Organization by reviewing forms for approval to be published.


Visual comparison of the publishing workflow processes:

Without Organizational Form Approval: Form Manager is responsible for all 3 steps

graph TD;

draft --> publish --> archive
Loading

With Organizational Form Approval: Organizational Form Manager is responsible for the Approval step

graph TD;

draft --> submitForReview --> approve --> publish --> archive
OrganizationFormApprover --> |approves| approve

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Organization Form Approval Workflow

Enabling the feature Organization Form Approval modifies an organization's form publishing process in the following ways:

  1. Form Manager creates and submits a form for organizational review. 1
  2. Organizational Form Approver is notified by email of the submission awaiting their review and may approve a form. 2
  3. If form is approved, the Form Manager is notified by email and will be able to publish the form. 3

Touchpoints Admin

  • Only Touchpoints Admin can enable the Form Approval feature for an Organization

  • On the User object, Organizational Form Approver role is enabled.

Screenshot 2024-08-12 at 8 08 30 PM

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