Approval forms
Overview
Manage approval document forms and approval lines.
Before you begin
- You need the Approval forms menu permission.
Required information
- Form name
- Input fields (text / number / date) and table columns (optional)
Save and processing checks
- Every form automatically includes a document number and title, so you don't need to add them as fields.
What you can do in the list
- Not applicable
Basic procedure
- New form → name, description, input fields, table columns → Save