Organization Form Approval

In Touchpoints, an Organization can specify 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.

On the User object, Organizational Form Approver role is enabled. An Organizational Form Approver manages Forms that belong to an Organization.

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Here's a comparison of the publishing processes:

Without Organizational Form Approval

graph TD;

draft --> publish --> archive

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With Organizational Form Approval

graph TD;

draft --> submitForReview --> approve --> publish --> archive

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

1. Form Manager submits a form for organizational review.
2. Organizational Form Approver reviews and may approve a form.
3. Form Manager publishes the form.

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After creating and testing their form, the Form Manager submits a form for organizational review.

The Organizational Form Approver reviews and may approve the form.

Form Manager can then publish the form.

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Touchpoints Admin can enable the Form Approval feature for an Organization