Note: Only account holders with Form Creator access can create forms. Contact your district administrators if you need this level of access added to your account..
When should you use a Routed form?
- When your form needs at least one level of review or approval before it is completed
- When you need notifications to let various staff know that the form has been submitted or approved
- When a form often needs corrections
Examples of common Routed forms:
- Field Trip Requests
- Student Transfers & Registration forms
- Conference & Travel Requests
- Purchase Orders
- Staff Mileage & Reimbursements
- New Hire & Benefits paperwork
- Personnel Requisitions / Position Control forms (HR)
Types of Steps on a Routed Form
The Approvers listed on a route can be accessed from the "Approvers/CCs" option at the top of your responses page.
- Recipient step - Steps with a pre-determined email recipient(s). Some lists are Centralized Approver Lists determined by your district's people admin.
- Prompt step - Steps that require an email address to be inputted by the prior approver.
- PriorApprover step - Later steps that pull their approver from an earlier approver.
- Dispatched step - These steps can be prompt or recipient steps but they are pre-determined by a prior step that designates who the approver should be.
For more about how to set up an approval route form, see article: Set up approval route form. If you would like to have a Routed form set up, please reach out to Support! We're happy to help you figure out the best way to set up your approval route given your needs.