This guide shows you how to add an approval node in a QuoteCloud workflow, allowing you to assign approvers and manage each step of your document approval efficiently.
Add an Approval Node
Adding an Approval Node in a Workflow
Learn how to add and configure approval nodes within a workflow in My Guideflow.
Steps to add an approval node
1
Open the workflow editor
Open your workflow and review the existing workflow structure before adding approval steps.
2
Locate the workflow branch
Navigate to the workflow condition branch where you want to add the approval process.
3
Add a new workflow action
Click the Add a Step button beneath the workflow condition node to create a new workflow action.
4
Select the Approval node
From the list of workflow actions, choose Approval to add an approval step to the workflow.
5
Open the approval settings
Click on the newly created Approval node to open the approval configuration panel.
6
Choose how approvers are selected
In the Select a way to find approvers dropdown, choose how approvers should be assigned to the workflow.
7
Review the available approver methods
Available approver methods include Approvers from team, Approvers from role, Approvers in users list, and Managers of the creator.
8
Select the approver group
Choose the users, roles, teams, or managers who should approve or reject documents in this workflow step.
9
Configure approval requirements
In the Must be approved by setting, choose whether approval requires Any user selected above or All users selected above.
10
Configure the fallback action
Under Default action when no approvers are found, choose whether the workflow should automatically Approve or Reject the document.
11
Apply the approval configuration
Click the Apply button to save and activate the approval configuration within the workflow.
12
Review the completed approval workflow
The approval node will now appear between the workflow condition and the Ready to Send / Reject to Send endpoints.
FAQs