Branching workﬂows exist within forms. Inkform Workﬂows allows routing of the form itself for approvals, action items, and other follow-ups. Adding elements, conditions, and triggers allows the approval process to be visualized.

Create a Workflow

After you have created the form, go to the Settings tab in the Form Builder, click on Approval Flows in the menu on the left, and click the Create an approval ﬂow button. This will redirect you to the approval ﬂow builder.

Add and Connect Elements

The following options will allow you to add and connect elements:

Drag and drop a new element between existing elements.
Draw a link to create a placeholder, then drag and drop the element there.
Drag and drop an element outside the connected elements, then manually connect it.

Set Up an Approval Element

The approval element is the main component of the whole approval ﬂow. This is where the outcomes are deﬁned in the workﬂow. The default options are Approve and Deny. You can add additional options and set up multistep and parallel approvals.

Create Multistep Approvals

The multistep approval allows multiple people to approve / deny a request. This is an example of how to create a ﬂow for a multistep approval:

Say the HR department reviews the request ﬁrst. If they approve the request, it is sent to the supervisor for the ﬁnal approval. When the supervisor makes their decision, the approval ﬂow ends. Conversely, if the department denies the request, the approval ﬂow will end without being sent to the supervisor. Here is an example of how to create a ﬂow for a multistep approval:

Errors and Warnings

If required items are not conﬁgured for an element, a red circle with an exclamation mark will appear near the top-left side of the element.

For Advanced Conﬁguration, additional details / instructions can be found here.