Customize the Approval Form

Erica Cole

How can I customize which fields are shown on the form the approvers to see. For example, I have an automation set to seek approval from a leader. I only need the leader to see specific fields when they approve. Is there a way to select what is shown on the approval automation form?

Andrée Starå

Hi @Erica Cole

I hope you're well and safe!

Here's how.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Erica Cole

Thank you so much :)

Andrée Starå

@Erica Cole

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!