Need to set up a workflow for my form.

Hi Brad213,

Thanks for reaching out to Jotform Support. Yes, you can create your desired workflow. We've made a small guide explaining the main aspects of Approval Builder that you might find helpful.

1. Create Your First Approval Flow

Let me walk you through the 3 ways to do it.

Using Form Builder page to create an Approval Flow:

• In Form Builder, click on the Downward Arrow icon next to Form Builder at the top left corner of the page, and click on Approvals.
• This will automatically create an approval flow for your form and you can start adding the elements you want to your Approval.

Using Settings page to create an Approval Flow:

• In Form Builder, click on Settings in the orange navigation bar at the top of the page. 
• On the left side of the page, click on Approvals. Then, click on Create an Approval Flow. 

Using My Approvals page to create an Approval Flow:

• On your My Approvals page, click on Create Approval at the top left corner of the page. 
• Choose the type of approval you want to use and then click on it to go to Approval Builder. 

2. Connect Elements to an Approval

• In Approvals, click on the Add Element menu on the left side of the page. 
• Click on an element to add it to your approval flow. 
• To connect them easily as an outcome of a decision, hover your mouse over the Approval Decision Email and click on the + button and drag and drop it onto your element.

3. Adding Logic Elements to Your Approvals

You can easily use these elements to eliminate or approve the submissions you receive to fasten the process. 

• In Approval Builder, click on Add Element + menu on the left side of the screen. 
• Then, under the Logic Elements tab, drag and drop the element you want to use between the other elements. 

3. Customize Approve or Deny Email

• Hover your mouse over the email you want to customize and then click on the Letter icon. 
• Under the Email tab, customize the email. Then, click on Save.

4. Send Reminder Emails to Approvers

You can easily enable Reminder Emails for approvers to remind them to take action. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the Advanced tab, toggle Send Reminder Emails option to the On position.

5. Requiring log in to approve submissions:

To make sure the person who takes action is from your organization, you can enable the Require Login to Approve option. Here’s how to do it:

• In Approval Builder, click on one of your approver fields, and then click on the Gear icon to open Approve and Sign Properties.  
• Under the General tab, scroll down and enable or disable the Require Login For Approver option. 

6. Easily Manage Approvals in Inbox

In Jotform Inbox, you can see the Approval Status of your submissions and easily Approve or Deny them. Here’s how to do it:

• In Approval Builder, click on the Downward Arrow icon at the top left corner of the page and select Inbox.
• In Inbox, choose a submission and then you can either Approve or Deny it.

You can also Filter the submissions by their Approval Status. Let me show you how:

• Click on Filter at the top of the submissions and choose Approval Status, then choose Equals, and then choose Approved for example.

Give it a try and let us know if you have any questions.

Bilal, thank you for the detailed instructions as that will help tremendously. I had sent you a question today about tanking my new form (in my drafts you will see the one named FORM. You were kind enough to respond about it but unfortunately, I apparently deleted it when I went to pull up the app screens in another login. I did that so I could look at what the tools were while following your instructions. As I said somehow your response is gone! My bad!

Hi Brad213,

Thanks for getting back to us. I was unable to locate the thread about creating an app. To avoid confusion, I moved your question about the app to a different thread to avoid confusion. You can find it here. I will be sending my reply there shortly.

Reach out again if you have any other questions.