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An application arrives.

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A coordinator reviews it.

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The application status then follows their decision.

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In this Klarstig.ai Academy lesson, we'll set up that approval process and

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check both results using fictional volunteer applications.

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Start in Forms and open Academy Demo, Volunteer Intake.

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Choose Workflow and check the form name before editing.

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You need an owner or administrator account to change this workflow.

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In the Trigger menu, select When form is submitted.

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That makes each new application the starting point for this process.

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Choose Add Step,

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then Request Approval.

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The approval card contains the reviewer and both outcome settings.

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Keep this first workflow to one approval step, so you can follow each

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response from submission to decision.

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The workflow will wait for its assigned reviewer before completing the

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result.

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Open Reviewer and select the coordinator from your organization.

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Check the name and email together, especially if two people have similar

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names.

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The assigned reviewer will find the request in Approvals.

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Another member's access to the workspace does not automatically make them

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the reviewer for this request.

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Under If approved, choose Approved.

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Under If rejected, choose Rejected.

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These settings update the application's status when the reviewer decides.

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This example demonstrates status changes.

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It does not send an approval or rejection email.

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Check both menus before moving on: approval should produce Approved, and

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rejection should produce Rejected.

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Choose Save to store the draft.

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Saving alone does not start the workflow.

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Choose Activate,

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then confirm that the badge says Active.

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Submit two separate fictional responses through the demonstration form.

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Use Demo Alex for approval

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and Demo Casey for rejection.

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Keeping them separate lets you verify both outcomes without changing an

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earlier decision.

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Open Approvals as the assigned reviewer.

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Find Demo Alex under Pending and confirm the form and applicant.

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You can add an optional comment, such as Ready for orientation.

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Choose Approve.

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Look under Recently decided for the Approved result,

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then check the same response in the form's Submissions list.

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Next, find Demo Casey's separate pending request.

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Add a comment if useful and choose Reject.

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Confirm Rejected in Recently decided

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and in Submissions.

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Match each name to its own result.

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That checks the entire path: a new response, the assigned person's

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decision, and the saved application status.

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You now know the setup and the two checks for a basic approval workflow.

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Before using it with real applications, confirm the reviewer, both outcome

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settings, and the Active badge.

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Keep a separate test response for each decision.

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Next in Klarstig.ai Academy:

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Add Conditions and Routing.