Add an Approval page to any intake form and designate who needs to sign off — so requests can't move forward until the right person says yes.
Note: This feature is not available for Legacy Forms.
What's New:
Approval pages. Add a page type — Approval — to any request form, alongside Public and Internal pages. Assign one or more approvers (any Learning Team user); the first to act resolves it.
A dedicated status. After a requester submits, they reopen the request and click Submit for Approval to move it into Pending Page Approval. Once decided, it moves to In Review (Approved) or Declined (Declined).
Act without leaving Cognota. Approvers are notified when a request needs their sign-off and can approve or decline directly on the request.
An inline audit record. Every request shows a read-only record of who approved or declined it, and when.
Recovery. Admins and approvers can reverse a Decline back to Approved anytime (except on canceled or archived requests).
Notifications:
Submit for Approval notifies designated approvers (in-app + email).
Approve / Decline / Decline→Approved notifies the requester and owner(s) (in-app + email). Approvers aren't notified of outcomes unless they're also the requester or owner.
Good to Know:
Only Learning Team users can be designated as approvers — a page can't be saved without at least one.
The approval page is hidden from business users and requesters while pending. Content after a declined gate stays hidden until it's been approved.
The audit record shows the current decision only — no history log.
Getting Started:
Admins and Power Users — add an Approval page in your form builder and assign approvers.
Approvers — you'll be notified when review is needed; act directly from the request.
Requesters — if your form has an approval page, reopen your request and click Submit for Approval to send it along.