Add stages to an approval workflow

After creating a new draft approval workflow you will probably want to add stages. There are four types of stage which can be added to accomplish different tasks:

• Applicant: A stage for collecting a form response from the applicant
• Approver: A stage for approving (or rejecting) the application
• Waiting: A stage which pauses the application until a specific external event occurs
• End: A stage where the application is considered complete or cannot progress further

The circled + button at the top of the list of stages is used to add new stages. If you don’t see a + button, check that the workflow is labelled as a Draft at the top of the page, as you can only add stages to draft workflows. You can also use the Clone action to create a new draft from an existing workflow.

1. Click the circled + icon at the top of the stage list to add a new workflow stage.
2. Give the stage a Stage name. This can be changed later.
3. Choose the type of stage to add.
4. Click the Add button.

You can now configure the stage, or add additional stages as required.

Next steps

• Configure an applicant stage
• Configure an approver stage
• Configure a waiting stage
• Configure an end stage