Solutions · Workflow & Process Automation

Automated Approval Workflows

This application streamlines business operations by automating approval processes. It allows small and growing businesses to define custom workflows, track approval requests, and manage individual approval tasks, reducing manual steps and improving efficiency.

The FasterOS features it uses

Field logic and events

Event-driven field logic that calculates, decides, and shows or hides fields.

• Respond at exactly the right moment
• Adapt to each situation with If blocks
• Decide on any field’s value
• Keep the form focused
• Forms that are ready when they open

Email templates

Email templates with merge fields filled in for each person.

• Insert merge fields with a click: company name, first name, last name, email, date.
• Fonts, sizes, colors, spacing and alignment.
• Private until shared, like everything else, with tags to keep them organized.

The records behind it

Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Automated Approval Workflows”: 5 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.

Workflow

Defines the structure, steps, and logic for an automated approval process.

• Name Text
• Description Long text
• Category One choice: Expense, Leave, Purchase, Project, HR, General, Other
• Active Yes / No
• Owner Team member

Workflow Step

Defines individual stages, approvers, and conditions within a workflow definition.

Belongs to Workflow

• Name Text
• Order Number
• Type One choice: Approval, Notification, Task
• Approver(s) Team member
• Dynamic Approver Role One choice: Submitter's Manager, Department Head, Request Category Owner, Specific User Group
• Require All Yes / No
• Instruction Long text
• Due Days Number

Approval Request

Tracks a specific item submitted for approval through a defined workflow.

• Title Text
• Description Long text
• Workflow One choice
• Submitter Team member
• Status One choice: Pending, Approved, Rejected, In Progress, Rework, Cancelled
• Required By Date
• Priority One choice: Low, Medium, High, Urgent
• Final Decision One choice: Approved, Rejected
• Final Comments Long text

Approval Task

Records each individual action required from an approver for a specific approval request.

Belongs to Approval Request

• Approver Team member
• Step Name Text
• Status One choice: Pending, Approved, Rejected, Rework Requested
• Comment Long text
• Due Date Date
• Decision Date Date

Media

Stores files and photos relevant to workflows and approval requests.

Belongs to Approval Request and Workflow

• Title Text
• File Image
• Type One choice: Document, Image, Spreadsheet, Presentation, Other
• Description Long text
• Date Date

The reports your team works in

Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.

Workflow

Filled in by Process Owners, Admins Used by Process Owners, Admins, Managers

Workflow Step

Filled in by Process Owners, Admins Used by Process Owners, Admins, Managers

Approval Request

Filled in by All Staff Used by All Staff, Managers, Admins

Approval Task

Filled in by Approvers (when they take action) Used by Approvers, Submitter, Managers, Admins

Media

Filled in by All Staff Used by All Staff, Managers, Admins

How it fits together

The data is organized around workflows and the requests that flow through them. Each approval request is an instance of a defined workflow, and each request generates individual approval tasks.

• Workflow Step belongs to Workflow — defines the stages and logic within a workflow template.
• Approval Task belongs to Approval Request — records individual actions for a specific approval process.
• Media belongs to Approval Request and also to Workflow — provides a centralized place for files and attachments for both request instances and workflow definitions.
• Workflow — no parent
• Approval Request — no parent

Make it yours in minutes

1. Create a free account, open the Assistant and choose App Starter.
2. Say what you need in a sentence, in your own words.
3. Review the plan: rename forms, add or remove fields, choose their types.
4. Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
5. Put them in an app, give it your theme, and share it with your team or the world.

See how it works

More in Workflow & Process Automation

• Task & Project Automation
• Conditional Logic Forms
• Automated Data Processing
• Custom Notification Systems

Build anything you can imagine

Create a free account and build it the same way, with no code.

No credit card required. Limited trial usage is included; add a card when you turn on paid features.