> For the complete documentation index, see [llms.txt](https://approval-docs.boloforms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://approval-docs.boloforms.com/guides/boloforms-dashboard/multiple-stages-and-stage-overview.md). # Multiple-Stages and Stage Overview {% embed url="" %} #### 1. Go to the Approval Flow of your form ![Step 1 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/4d19ad63-0483-4768-8ff6-d786049eed02/5c9c2f37-7605-45de-acdd-d3bc057be415.png?crop=focalpoint\&fit=crop\&fp-x=0.5440\&fp-y=0.5550\&fp-z=1.1102\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=7\&mark-y=36\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTg1Jmg9ODY5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D) #### 2. Click on Add Stage ![Step 2 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/a6d8872c-8848-4ce5-bcb8-20965f8c3fe1/1e36c55f-894e-4900-b2bc-b99609964801.png?crop=focalpoint\&fit=crop\&fp-x=0.1785\&fp-y=0.2622\&fp-z=2.5739\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=415\&mark-y=416\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0yNzMmaD05OCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw) #### 3. Click on Edit Stage to customize stage name, add description and change color ![Step 3 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/d40b28a5-8ea6-4c32-9f48-f9d22a49c7e4/cec4e537-e984-4b86-8370-c9349f6eaf48.png?crop=focalpoint\&fit=crop\&fp-x=0.5005\&fp-y=0.5016\&fp-z=1.2858\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=171\&mark-y=172\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz04NTkmaD01ODUmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) #### 4. The highlighted color along the boundary of the approval flow card relates to the stage that approval is in ![Step 4 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/bcf68bac-b804-43f7-a12f-19d8d17ecc30/8d076d87-52d7-4b80-88d0-b71c80742fc5.png?crop=focalpoint\&fit=crop\&fp-x=0.5868\&fp-y=0.3480\&fp-z=1.7219\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=254\&mark-y=259\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz02OTImaD00MTImZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) #### 5. Make sure the stage is selected where you want to add approvals to, add the required receipients. ![Step 5 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/14bd4e69-11dd-44b9-8948-6ad7966fe376/969616b4-9b6e-4820-b25e-eb3d120bbe40.png?crop=focalpoint\&fit=crop\&fp-x=0.5083\&fp-y=0.1746\&fp-z=2.1533\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=388\&mark-y=276\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00MjUmaD0xNDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) #### 6. Go to Stage Overview to see a detailed easy to understand process flowchart ![Step 6 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/0f4018d1-3f48-4996-9526-41285cbb5ee7/dab8a64f-c8f4-4fcc-bff9-fe97f27442eb.png?crop=focalpoint\&fit=crop\&fp-x=0.8419\&fp-y=0.1633\&fp-z=2.7755\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=426\&mark-y=343\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz00OTYmaD0xNTYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D) #### 7. Here, the flow of approvals within and between stages is visible ![Step 7 screenshot](https://images.tango.us/workflows/9cfe1ee7-b82b-4f98-9bc4-7112618c03f9/steps/72939f66-636f-41d2-b3de-f7571884f339/d6ae2645-cfa4-43c6-b818-60f6a6147e7f.png?crop=focalpoint\&fit=crop\&fp-x=0.4995\&fp-y=0.5587\&fp-z=1.0642\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8\&blend-align=bottom\&blend-mode=normal\&blend-x=0\&blend-w=1200\&blend64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL21hZGUtd2l0aC10YW5nby13YXRlcm1hcmstdjIucG5n\&mark-x=39\&mark-y=75\&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkNGRjc0NDImdz0xMTIyJmg9ODM1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D) *** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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