Organization Form Approval

Organizational Form Approval

• An Organization can request for Touchpoint's Admin to enable the "Organizational Form Approval" feature.

• Enabling "Organizational Form Approval", adds an Approval workflow to Form publishing.

• The Organization is responsible for delegating the responsibility of approving forms.

• An Organizational Form Approver manages Forms that belong to an Organization by reviewing forms for approval to be published.

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Visual comparison of the publishing workflow processes:

Without Organizational Form Approval: Form Manager is responsible for all 3 steps

graph TD;

draft --> publish --> archive

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With Organizational Form Approval: Organizational Form Manager is responsible for the Approval step

graph TD;

draft --> submitForReview --> approve --> publish --> archive
OrganizationFormApprover --> |approves| approve

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Organization Form Approval Workflow

Enabling the feature Organization Form Approval modifies an organization's form publishing process in the following ways:

1. Form Manager creates and submits a form for organizational review.
2. Organizational Form Approver is notified by email of the submission awaiting their review and may approve a form.
3. If form is approved, the Form Manager is notified by email and will be able to publish the form.

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Touchpoints Admin

• Only Touchpoints Admin can enable the Form Approval feature for an Organization

• On the User object, Organizational Form Approver role is enabled.