Form Auto-Approval

Auto-Approval Setup Guide

Purpose

This guide provides step-by-step instructions on how to set up the infoodle Forms auto-approval feature.

Prerequisites

• You have access to the form builder
• Understanding of the auto-approval workflow and criteria

If you don't have access to both of these infoodle features, please contact your system administrator.

Steps

• Access Forms - log in to your infoodle account and navigate to Forms
• Select a Form - choose the form you want to configure for auto-approval.
• Go to the Approval Tab - click on the "Approval" tab within the form builder.
• Enable Auto-Approval - set the "Auto approve form entries where possible" option to "Yes."
• Define Matching Criteria
  • Email Address: If you want to use the email address for matching, ensure the "Email" field is included in your form and is configured correctly.
  • Unique ID: If you have a unique ID field, specify it in the auto-approval settings.
  • Person Safe ID: If you use a person safe ID field, configure it accordingly.
  • Set Approval Actions:
  • No Match: Determine what should happen when no matching contact is found (e.g., create a new contact, run a workflow).
  • Exact Match: Specify actions for when an exact match is found (e.g., update contact information, run a workflow).
  • Multiple Matches: Decide how to handle cases where multiple matches are found (e.g., require manual approval).
• Configure Workflows
  • Choose Workflows - select the workflows you want to run after a form is automatically approved.
  • Set Workflow Order - determine the order in which the workflows should be executed.
• Save Changes - click the Save button to apply your auto-approval settings.

Additional Tips

• Test Thoroughly - test your auto-approval configuration with different scenarios to ensure it works as expected.
• Review and Update - egularly review your auto-approval settings to make sure they align with your current processes.
• Consider Workflow Automation - explore the possibilities of automating tasks through workflows to further streamline your processes.

Troubleshooting:

If your auto-approval is not working as expected:

• Double-check your matching criteria and approval actions.
• Verify that the required fields are included in your form and configured correctly.
• Ensure that your workflows are set up properly.

Contact infoodle support for assistance if needed- either through the infoodle Help on the lower righthand side of the infoodle screen, or by sending an email through to: support@infoodle.com.

By following these steps and considering the additional tips, you can effectively set up the auto-approval feature for your forms and improve your workflow efficiency.