The Guided Setup

The guided setup walks you through four questions — what you're approving, how requests arrive, who approves, and what the form asks — and assembles a working workflow with a drafted form from your answers. It's for Administrators standing up a new approval process who don't want to build a workflow field by field. At the end you get a workflow you can test before it goes live.

Who this is for: admin.

Create a workflow by answering the wizard's questions

Use the guided setup when you need a new approval process running and would rather answer questions than assemble a workflow from scratch. Working through the four questions produces a workflow with an approver and a drafted form already in place, ready to test.

1. Sign in as an Administrator.

2. Open the guided setup at http://app.approvethis.test:8098/flows/new.

   

3. Choose the kind of thing you're approving — the example uses Purchase request.

   

4. Click Continue.

   

5. Choose how requests will arrive — the example uses A form someone fills in.

   

6. Click Continue.

   

7. Click Search for an approver or enter email....

   

8. In Search for an approver or enter email..., type part of the approver's name or their email address — the example uses Sam.

   

9. Click the person you searched for in the results (Sam Porter Sam Porter teammate-1@docs-guided-setup-tgea.approvethis.test in the example screenshots).

   

10. Click Review.

11. In Field label, enter a label describing what the first form field captures — e.g., Item or service.

12. Click Add a field.

13. In Field label, enter a label for the next field — e.g., Cost center.

14. Click Revisions.

15. Click Create & test.

The workflow is created and the guided setup reports Ready to test.