Guides
Building workflows
Focused ApproveThis guides for building workflows.
Dynamic Request Naming
Title every request from its own form answers — vendor, amount, requester — so approvers can tell requests apart at a glance in dashboards and notifications.
Read docField Settings & Validation
Configure a field beyond its label: validation bounds on numbers and text, and the machine slug that formulas and routing rules use to refer to it.
Read docAI Template Generation
Describe your approval process in plain English and get a working draft flow back — name, form fields, and structure generated for you, ready to review and adjust before it goes live.
Read docPrivate Fields
Mark a form field Private so requesters still fill it in, but its answer stays out of non-admin views, email notifications, exports, certificates, and search.
Read docCalculated Fields
Add a form field whose value is computed from other fields with a formula — so totals, names, and references fill themselves in instead of being typed.
Read docFile Upload Restrictions
Restrict what a File Upload field accepts — allowed file types by curated groups, and a maximum size per file — so requests arrive with the documents you expect and nothing you don't.
Read docForm Builder
Build the form that kicks off an approval — add text, date, file, currency fields and more, then reorder them to fit — no code required.
Read docContent Blocks
Add headings, instructions, and explanatory text between a form's questions with a Content Block — rich text that shows on the form and collects no data.
Read docDropdown Fields & Options
Add a Dropdown question to a form and manage its choices — add them in bulk with a key|value format, and rename what people read without breaking the routing rules written against the stored key.
Read docWorkflow Preview
See a workflow before anyone submits to it: the form previews live while you build, and the routing walkthrough shows exactly which steps would run and who would approve for the values on the form — before a single real request exists.
Read docBuilding Workflows
Every way to create a workflow, in one place — the guided setup that asks three questions, the type picker with ready-made workflow types, copying a workflow you already trust — and the Publish click that takes any of them live. Every new workflow starts in testing, so nothing reaches real approvers until you say so.
Read docWorkflow Order
Arrange your workflows into named groups with custom icons and a deliberate order, so the sidebar, dashboard, and request filters mirror how your team actually thinks about its approvals.
Read docUser Selection Fields
Let the requester name who approves. A User Selection field puts a people-picker on the form, and an approval step routes to whoever they choose — so the form decides its own approver instead of you hard-coding one.
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