To create a new approval form, firstly create a new application / or open an existing application.
1. Click the "+ new component" button at the end of the menu navigation:
2. From the pop-up dialog, select "Approval form":
3. In the pop-up Create a form window, you can choose one of the following options to create an approval form:
Blank form: Start from scratch to create a completely new form.
Import form: Import the structure from an existing form file.
Create with AI: Generate a form quickly with the help of AI.
Templates: Select from a variety of ready-to-use form templates (such as “Business Travel Request” or “Purchase Order Request”) to speed up the process.
Please choose the option that best suits your needs.
Tips:If you want full customization of the workflow, click "Blank form".
This will open the New approval form dialog.
4. In the create new form dialog, fill in the form name and Id, Page layout is used to define the display structure of the approval form on the page, such as whether to include a header section and how the fields are arranged.then click "OK":
Note
* Id is a unique key for each form, which will be used in the form and the related workflow.
5. After the form is created, a pop-up dialog will ask if you'd like to open the designer to start to design your form and workflow:
Click "OK" will bring you to the form designer.
If you click "Cancel" button, the dialog will be closed, you can click the "Edit in Designer" button from the top-right of the toolbar to open the designer at any time later.
Next: Check the below article to have a quick overview about the form designer: