Discover templates in Approvals
Applies To
Teams Microsoft Teams
Try it!
With templates in Approvals, you and your team can create and send approval requests. Use preset fields for templates like discount requests or expense reports – all in Microsoft Teams.
If you're a team owner or admin, here's what you need to know:
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Manage templates - You can create templates from the Approvals hub. Select Manage templates > New templates to customize them.
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Scope - If you're an admin, you can select from these three options that best fit your needs: Org wide, Specific people, and Team wide. If you're a team owner, you can only select Team wide when creating new templates for the team you own.
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Basic settings - For each template, select an icon and add a name, description, and category.
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Form design - This section is where you can add form details for users to enter when filling out the template.
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Workflow settings - You can define the approval order, select who needs to approve the request and give custom responses.
Important: Remember to keep the original template on the Forms site so your team won't lose access when using a template for an approval request.
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