Approval Block: Configuring Approvers, Rejection Notes, and Sequential Review Flows

📄 Approval Block: Approvers, Rejection Notes, and Sequential Review Logic
 

The Approval Block allows you to create formal sign-off steps in your Ontraccr form workflows. You can assign approvals to specific people, teams, or dynamically based on form responses—and configure how rejections and edits are handled.

This article explains how to build reliable approval chains and use best practices for accountability.

✅ What Is the Approval Block?

The Approval Block:

• Sends the submitted form to designated reviewers
• Lets them approve or reject the submission
• Can include editable permissions
• Supports group approvals or sequential approval chains

🛠 How to Add an Approval Block

1. Go to Step 3: Workflow
2. Drag the Approval Block from the right-hand panel into the workflow canvas
3. Connect the Submit Block (or any other block) to its input node

👥 Who Can Approve?

Under the Select Approver dropdown, choose one or more from these categories:

✅ Add multiple sources at once—any one person can approve (see below).

🧠 Approval Logic: One vs. All Approvers

By default, if multiple approvers are listed:

• Any one of them can approve and move the form forward

To require all of them to approve:

• Use multiple sequential Approval Blocks
  • First block → if approved → goes to next block, and so on
  • Rejected at any point → halts the workflow or loops back

✍️ Edit Option for Approvers

You can enable the Edit checkbox in the Approval Block. This allows the approver to:

• Open the form
• Make edits directly
• Then hit Approve

✅ Great for correcting minor issues without needing full resubmission

❌ Rejection Handling

When rejecting a form:

• Approver must enter a Rejection Note
• That note appears at the top of the form when reassigned
• You can add a workflow branch from the rejection output to:
  • Reassign the form to original author
  • Send a notification or email

📲 Where Do Approvals Show Up?

On Web:

• Forms → Approve tab shows all forms you are assigned to approve

On Mobile:

• Approvals appear in the Forms → Approve tab
• Push notifications are sent when approval is required (if enabled)

🧠 Use Case Examples

🔁 Rejection Workflow Tip

After rejection, connect the rejection output to:

• An Edit Block (force original user to update)
• A Notify App or Email Block (alert the user)
• The Assigned Users Block to restart the process