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Organization Form Approval

Ryan Wold edited this page Aug 14, 2024 · 9 revisions

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.


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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