Template Library

Building an approval workflow from nothing means naming every field yourself before you can even think about approvers. The Form Library skips that: 146 ready-made approval flows, each arriving with a complete pre-built form covering HR, finance, procurement, marketing, sales, IT, legal, logistics, and more. This guide is for Administrators creating a new workflow in ApproveThis. You'll need access to the Create New Approval Flow dialog, where choosing 'Advanced' reveals the flow-type tabs.

Who this is for: an Administrator.

Create a workflow from the Form Library

Picking a library flow gives you a draft workflow with its full field set — typically 5 to 14 fields, including an automatically calculated request title — plus a matching web form. What it does not give you is approvers: no library flow ships with approval steps, routing rules, or conditions, so you configure those on the flow page afterward.

1. Sign in as the Administrator.

2. Click Form Library to open the tab holding the 146 ready-made flows.

   

3. Type a word from the kind of workflow you need into Search flow types... to filter the list live; the example uses onboarding. Search matches flow names and descriptions only, so internal tags won't turn up results.

   

4. Click the card for the flow you want — Employee Onboarding Checklist in the example screenshots.

   

5. Enter a name for the workflow in Approval Flow Name, such as Employee Onboarding.

   

6. Click Create Approval Flow.