Submit a Request

Submitting a request starts an approval by filling out a flow's form: you answer its questions, attach any documents it asks for, and submit. This guide is for the Requester who needs to get something approved. You'll need a flow's form open in front of you — it can be reached several ways, including a public link, a flow's New Request button, or a template card, and this guide picks up once the form is on screen. Once you submit, approvers are notified.

Who this is for: requester.

Fill out the form, attach the receipt, and submit the request

This is how a Requester gets an approval moving — everything the approver needs to decide (amounts, descriptions, supporting files) is captured in one submission. The fields you see depend on the flow you're filling out; the example here is an expense report form.

1. Sign in as the Requester.

2. Enter the value the field asks for in Amount — for a purchase total, that's the amount being claimed (e.g., 245.50).

   

3. Attach the supporting document the form requires using Drag & Drop your files or Browse — for an expense report, that's the receipt file (e.g., sample-receipt.png).

   

4. Describe what the request covers in What was purchased — enough detail for an approver to decide without asking (e.g., Deposit for offsite venue rental for the fall client appreciation event).

   

5. Click Submit.

   

The form is replaced with a confirmation reading Thanks for filling out the Expense Reports.