---
title: "Approval Block: Configuring Approvers, Rejection Notes, and Sequential Review Flows"
url: "https://help.ontraccr.com/en/article/approval-block-configuring-approvers-rejection-notes-and-sequential-review-flows"
language: "en"
last_updated: "2025-05-26T21:47:43.010Z"
---

# 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.

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## ✅ 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**

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## 🛠 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

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## 👥 Who Can Approve?

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

| Option | Description |
| --- | --- |
| **Other** | Form Author or Team Supervisor |
| **Roles** | Company roles like PM, Safety Manager, or Accounting |
| **Users** | Specific individuals |
| Fields | Users selected in a user dropdown within the form itself |

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

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## 🧠 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

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## ✍️ 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

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## ❌ 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

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## 📲 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)

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## 🧠 Use Case Examples

| Scenario | Setup |
| --- | --- |
| PM signs off on work order | Approval block → Approver = Role: Project Manager |
| Safety supervisor approves FLHA | Approver = Field in form (dropdown: “Safety Lead”) |
| Group approval (1 of 3 must approve) | Add all 3 to one block |
| Sequential review (PM → Accounting → Client) | Use 3 chained approval blocks |

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## 🔁 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