---
title: "Add an Approval Event to a Form"
slug: "add-an-approval-event-to-a-form"
description: "Learn how to configure approval events in forms, including email settings, PDF options, and custom attachments for streamlined approval workflows."
updated: 2026-04-06T16:48:37Z
published: 2026-04-06T16:48:37Z
canonical: "www.civicplus.help/add-an-approval-event-to-a-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Approval Event to a Form

Approval events run when the final step in an approval flow has been approved.

## Instructions

[Embedded content](https://www.iorad.com/player/2156126/Automation--Add-an-Approval-Event-to-a-Form-Tutorial?iframeHash=trysteps-1&src=iframe)

1. [Sign in to your site](/process-automation/docs/sign-in-to-your-site)
2. Navigate to **Forms** and select a form ![The Forms tab in the left navigation menu with a form selected on the page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Select Form - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)
3. Click the **Workflow** tab ![The Workflow tab on the form builder screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Workflow Tab - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)
4. Select **Approval Events** and click **Add Approval Event![Add an approval event button on the Workflow tab.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20Approval%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)**
5. If the [approval flow](/process-automation/docs/add-an-approval-flow-to-a-form) contains approval forms, you can enable the **Include approval form content** option to include the approval form data in the event ![Settings for PDF configuration including approval form content and display options.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Include%20Approval%20Form%20Content%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)
6. Configure the remaining event fields ![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Approval Event - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)
  - **Event Type:** Select the [submission event type](/process-automation/docs/workflow-guide)

> [!WARNING]
> Note:
> 
> The available fields will differ depending on the Event Type chosen.
  - **Label:** Add an optional label to the event
  - **Email Addresses:** Enter the email addresses to send the email to after the submission is approved. Learn about how to [add a custom value to the Email Address field](/process-automation/docs/send-a-confirmation-email-to-the-submitter-of-a-form).
  - **Email Subject Line:** Enter the desired subject line of the email
  - **Run Conditionally:** Set [conditional parameters](/process-automation/docs/conditional-logic) for the submission event
  - **Advanced**
    - **Email Configuration**
      - **Exclude Attachments:** This allows you to remove attachments from the email that may not be relevant to this recipient
      - **Use email template:** Toggle on to select an existing [email template](/process-automation/docs/email-templates) from the drop-down menu
      - **Include custom attachments:** Add a custom URL or Hosted API to the submission event
    - **PDF Configuration**
      - **Exclude Elements:** This allows you to remove elements from the PDF that may not be relevant to this recipient
      - **PDF File Name:** Enter the desired name for the PDF attachment
      - **Display submission ID in PDF:** Turning this on will ensure the submission ID is added as a footer to each page of the PDF
      - **Display external ID in PDF:** Include the External ID/[Receipt ID](/process-automation/docs/receipt-generation) in the footer of the PDF
      - **Include payment details:** Toggle on to add a page break after the form content and include the payment receipt information
      - **Page break on form pages:** Turning this on will create a page break in the PDF that reflects the page breaks in the form itself
      - **PDF Page Size:** Select A4 or US Letter as the PDF size
7. Click **Save![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save Workflow - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A38%3A51Z&se=2026-11-12T19%3A38%3A51Z&sr=c&sp=r&sig=NQOsUsfppYVMSzsNFBI%2FKUT4KxtArTJOvy3U0xs1g40%3D)**

Uniform Resource Locator

Application Programming Interface. A set of rules that allows programmers to develop software for a particular operating system without having to be completely familiar with that operating system.

Portable Document Format.

Identification or Identifier.

United States of America. All customers, prospects, or teams that are located in the United States.

## Related

- [Add an Approval Flow to a Form](/add-an-approval-flow-to-a-form.md)