---
title: "Approving a Form Entry"
slug: "approving-a-form-entry"
updated: 2026-04-21T04:56:39Z
published: 2026-04-21T04:56:39Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Approving a Form Entry

### Form Approval

When approving a Form Entry, for each contact that is going to be created or updated from the form entry, you have the option of choosing **How to process this contact**. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-9BZZ1GPP.png)

We cover the various different options in detail in a separate help page. See **[How to Process Contacts during Form Approval](/v1/docs/how-to-process-contacts-during-form-approval)** for more information.

---

For now we will use the **Create or update and existing contact** option. Data from the form entry will be either added to or updated for an existing contact, or it will be used to create a new contact record.

There can be a number of options presented for how to Process the form data

1. **Use Found Matches:** - If there is Name or email address data in the form that matches an existing contact in your database, you will be show a list of possible matches. Click the **View** icon to preview that contact, or click **Assign** to allocate the form to this contact. Only one contact can be selected for each form section. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-5O4M381E.png)
2. **Create a new person** - This option available for any form that ues the **Persons Name** form field, and is used to create a new Contact Record. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-977XZO32.png)
3. **Search for person to update with the form data** - This option works the same as Assigning to a found match, but allows you to search for the existing record that you wish to assign the form entry to. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KUOOGEBG.png)
4. **Create a new Organisation/Household Contact** - If you have a from that only uses the *Organistion/Houshold Name* field, and not the *Persons Name* field, then you are not able to use the *Create a new person* option. Instead you will see **Create as a new household or update existing contact** option under "How to process this contact".

You can assign this form to a found, or searched contact as normal, or can use the option to create a new Organisation/Household Contact. This Contact will not have the *First name/Last name* fields, and the *Organisation/Household name* will become the name of the contact. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-0N0U2IAC.png)

See **[What is an organisation contact](/v1/docs/what-is-an-organisation-contact)** for more information

1. **Approve the form** - Once you have made you selection for each contact on the form, click the *Approve the Form* Button to complete the form approval process.  

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-DTA7SLG0.png)

**Additional Notes**

1. If your site uses workflows, then you may see an additional step for selecting a Workflow when approving Form Entries. This will display after selecting Create/Assign but before Clicking **Approve the Form** See **[Trigger Workflows via Forms](/v1/docs/trigger-workflows-via-forms-1)** for more information.
2. If there are Financial elements to your form then there may be some additional things to check and assign during the form approval process. See **[Process financial form entries](/v1/docs/process-financial-form-entries)** for more information

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You can use the **Reset Choice** option, prior to approving a form, if you need to change how the contact is assigned. ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-UAU6MMH9.png)