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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.
: 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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