This guide will help you to create approval templates
✅ Approval Template
The Approval Template allows you to design workflows where submissions go through an approval process involving one or more approvers. This is ideal for requests like leave applications, asset requests, document approvals, and more.
✨ Getting Started
To create a new approval type template:
Navigate to the sidebar and click Templates ▼ > Create Template
You will be prompted with a popup to choose the type of template you'd like to create. Storecall supports 3 template types:
Audit — For checklists and evaluations (e.g., store manager daily checks, regional visit forms)
Log — For process-based workflows that may involve multiple users over time
Approval — For submitting and tracking requests (e.g., leave, item returns, or discounts)
⚠️ For this walkthrough, we'll focus on Approval Templates.
📝 Template Basics
Field
Description
Template Name
Give your template a clear and descriptive name
Template Description
Describe the purpose of this approval template
Template Category
Categorize your template to keep your templates organized
👥 Template Access
Assign which user groups will have access to this template.
Only users in the selected groups will be able to view or submit using this template.
🔄 Approval Flow Setup
Under the Approvals section, define:
👤 Approvers
Select the users who will act as approvers for this template.
🔁 Approval Flow Types:
Any Approver
✔️ First approver to act decides the outcome
Useful for simple decisions or where a single approval suffices
Sequential
🧱 Approvers must act in order
Useful where approvals must follow a hierarchy (e.g. Line Manager → HR)
Parallel
🎯 All approvers can act at the same time
Useful when input is needed from multiple departments simultaneously
⛔ If any approver rejects, the whole submission is rejected.
📤 Submission Settings
Option
Description
✅ Require signature
Enforce that the submitter signs before submission
📧 Email approvers
Automatically notifies selected approvers when a submission is made
🆔 Identifier question (Optional)
Select a question to help identify the submission in reports and lists
📂 Adding Sections & Fields
Just like other templates, you can add sections and drag in different field types (e.g. Date, Comment, Yes/No).
Click on Field Settings for each field to:
✅ Mark as mandatory
📎 Allow file uploads
🗒️ Enable actions or comments on the field
🧩 Advanced Field Controls
Show field on selected status
Show/hide fields conditionally based on the current approval status.
Example: Show a "Reason for Rejection" text field only when the status is Rejected.
Read-only after first fill
Lock the field after the first submission so that it can’t be edited again
📌 Approval Statuses (Pre-defined)
These statuses are built into every Approval Template:
Status
Meaning
Pending
The default state after submission is made
✅ Approved
Submission has been approved by required approvers
❌ Rejected
Submission has been rejected by at least one approver
🚫 Cancelled
Submission was withdrawn either by the submitter or an approver
💡 Did You Know?
You can use the “Show field on selected status” setting to create rich workflows.
For example:
Only show "Manager Feedback" after approval
Only allow resubmission notes when status is Rejected
Lock all fields after a certain step for audit purposes
🌍 Real-World Use Cases
🧑💼 HR & Leave Management
Leave applications with Manager + HR as approvers
Approval flow: Sequential
📦 Asset Requests
Request for laptop or equipment
Approval flow: Parallel (Manager + IT)
📄 Document Approvals
Internal policy or marketing material needing approval