Using approvals

Use the Approval utility to create an email approval as a step in a flow. The primary approver you specify in a flow step can only approve the specified flow. For example, you could create a flow that sends an approval email to a manager after an employee submits a form using Formstack or Typeform.

You can also add secondary approvers for a project. Secondary approvers can process approvals for all flows in the project.

Create an approval in a flow step

1. In a flow step, choose Action from the options menu, then click Approval from the Utilities list.

2. New approval is selected; click Continue.

3. Complete the fields for the approval. Required fields are marked with an asterisk (*).

4. Click Save.

   An email with the content you entered is sent to the approver. If approvers don't use Microsoft Outlook, they can accept or reject approvals in the email. Approvers who use Microsoft Outlook can go to the Claris Connect project to respond to approval requests. See View and manage approval requests.