Welcome to the Approval Settings guide for Forms in Next Plus!
This walkthrough will help you configure and manage multi-step approvals inside your forms, so your team can streamline workflows with confidence.
🔍 Getting to the Approval Settings
First things first—let’s find where to set this up:
Go to the Modeling section from the left-hand menu.
Select Forms.
Choose the form you want to set up an approval process for.
Click the ✏️ Edit Form icon (top-right).
On the edit screen, click Approval Settings from the top bar.
🧭 Inside the Approval Settings Screen
You’ll now see a screen with options to configure your approval workflow.
Approval Name – Give your approval stage a name (especially useful if you have multiple levels).
Read Only – Toggle this ON if users shouldn’t be allowed to edit the form during this stage.
Close Form When Process Done – Toggle ON to auto-close the form after the final approval.
Close Status – Pick a final status from the dropdown that will be applied when the form is closed.
➕ Adding a New Approval Level
Click the + New Level button to add a stage in the approval chain.
In the pop-up, fill in:
Level Name – A name for this specific approval step.
Approvers – Choose who must approve at this level (specific users or all users).
Mark level as complete when approved by – Choose between “any” or “all” approvers.
Hit Next to configure notifications.
📣 Set Up Notifications (Optional but Powerful)
For each approval level, you can notify relevant users via email, SMS, or WhatsApp.
Record Review Email Notification – Send an email when the level begins.
Review Notification – Expand to add SMS/WhatsApp messages.
Level Complete Email Notification – Notify once the level is approved.
Complete Notification – Same as above, but for SMS/WhatsApp.
To: Define the recipients from the dropdown.
Merged Tags: Insert dynamic values into messages.
Content Editor: Customize your message content.
Done? Click Save to activate the level.
👥 Choosing Approvers
In each approval level, use the ✏️ icon to define who needs to approve.
Choose between a specific user or all users.
Decide if the level completes when any or all selected users approve.
✏️ Editing Existing Levels
Already have levels set up? You can edit them from the Approval Settings main screen using the ✏️ icons next to each step.
Don't forget to click Save (bottom right) when you're done making changes!
🎉 You're All Set!
You’ve now got the tools to build custom approval flows that match your organization’s process.
Take a few minutes to explore and tailor it to your team’s needs—your workflow will thank you.