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  2. Approval forms, workflows and form reports

Approval forms, workflows and form reports

Using Yeeflow form designer and workflow designer to set up and automate your internal business process.

Understanding the approval form and form report

  • Getting Started: What is approval form?
  • Getting Started: Create your first approval form

Design approval forms with form designer

  • Create a new approval form
  • Overview of the Yeeflow form designer
  • How to design a submission form?
  • How to design a task form?
  • How to design a print page?

Design workflows with workflow designer

  • Overview of the Yeeflow workflow designer
  • Configure Start Action
  • Configure Assignment Task Action
  • Configure Assignment Editor
  • Configure Send Email Action
  • Configure Set Variable Action

See all 12 articles

Using form report to track approval form records

  • Create reports of approval forms with form report
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