Has anyone had any luck creating an approvals process within Qualtrics? | Experience Community
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Has anyone had any luck creating an approvals process within Qualtrics?

  • July 22, 2020
  • 1 reply
  • 35 views

ErinC
Qualtrics Employee
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I've had several people asking about setting up multi-step approval processes (time off requests, field trip tracking, PD activity approval, etc). Does anyone have any ideas as to how to set this up?

1 reply

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  • January 21, 2021

I have done a simple 2 step process.
The trick is in the Survey Flow where a branch if block is conditional on the Q-URL contains DEL.
FERPA_Parental_Consent_Workflow_-_Parents.qsfHonestly, I am a Newb on using Qualtrics to create multi-step approval workflows. Our colleague in Nebo School District down the road from you is REALLY good at it. I would encourage you to hit him up to get on this forum and share some of his QSFs. He has one that goes through several steps and through several district and site administrators to approve a family's application for a new bus stop along with many other amazing workflows. PM me or email me or whatever if you don't know the guy.