Frequently Asked Questions (FAQs)

The basic setup includes the project name, adding approvers, setting the reply path, customizing the email style and content, the queue mechanism, and automatic system approval reminders.

Click Add Approver to enter email addresses in bulk. After adding them, you can edit and modify them to ensure the approver information is accurate.

The reply path can be selected from the email question types in the questionnaire from the dropdown. If there are no email question types, there will be no options available, and you will be prompted to jump to the questionnaire editing page to add one.

You can add workflow nodes and set the node name, approval condition filters, approvers, approval results, and more. Nodes can be customized in terms of order and content.

For each node, you can use the dropdown to select question content as approval conditions. Up to two questions can be selected to facilitate workflow branching.

The waiting list feature can be accessed on the process approval settings page. Once enabled, you can set a response count threshold, and when that threshold is reached, the process will enter the waiting list workflow.

The waiting process can add nodes and set waiting condition filters, approvers, and approval results. Approvers can be selected manually or assigned automatically by the system.

You can set a waitlist cutoff time. After the cutoff, responses can no longer be submitted. It needs to be synchronized with the survey end time.

Approvers must log in with their email address to access the approval page. The system sends a verification code, and they can enter only after entering it, ensuring security.

The approval page supports project switching and displays lists of pending approvals and completed approvals, making it easier for approvers to manage multiple projects.