This article illustrates how to create approval forms.

I. Introduction

Lark's approval feature allows you to design personalized approval forms. You can flexibly design different types of approval forms based on the actual needs of your team. When employees initiate the corresponding approval process, they must fill in the required form.

There are three steps in the creation of an approval process: enter basic information, design an approval form, and design an approval process.

II. Instructions

1. Enter the Approval Admin. 

2. Create a new approval or Edit an existing approval to go to the Form Design page. 

3. Add or edit the controls of the design, if you used an approval template during the approval creation process, the system will provide default form designs for this template.

Add controls

Select and Drag the controls you need to the mobile display layout to add controls.

Edit controls

In the mobile display layout, you can click a control and then configure it in the area on the right. 

The control settings include basic settings and advanced settings.

Basic settings

There are four common basic settings: the control name, the tooltip text, the control content design (including the selection type, date type, and currency settings), and the required and print options.

Advanced settings

You can create settings where employees must meet certain criteria to continue through the approval process.

1. Select advanced settings of controls.

2. Define the conditions that must be met for a control to be displayed. 

Note: For example, the control will only display certain reimbursement items when the reimbursement type is set to travel expenses or transportation expenses.

Add components

Lark approvals provide three default components: leave, overtime, business trip and out-of-office. 

Components are associated with the attendance application. When employees use these approvals, the information will be automatically recorded in the employee's attendance record. This means the employee attendance record does not have to be changed manually.

You can Select and Drag the component you need to the mobile display layout to add it. Only one component can be added to a single form.

III. FAQs

Q: In advanced settings, which controls can be used as display conditions?

A: Only multiple choice, checkboxes, number, amount, formula, and date range controls can be used as display conditions. However, these controls cannot serve as display conditions if they are dragged into a details control.

Q: What are associated approval controls?

A: Associated approval controls are used when the current approval must be associated with another approval. When an employee initiates this approval, this control allows the employee to synchronize information from another approval. When the approver is processing this approval, this control displays the associated approval as a reference. 

For example, in the business trip reimbursement approval, this control can associate the corresponding business trip approval as a reference for the current approval.