How to prevent going to Jotform when Approving/Denying

  • SI_Tech
    Asked on May 2, 2024 at 1:48 PM

    I'm wondering if there is a way so the user of the form doesn't have to go into jotform after approving or denying? we like this option but we have to make it easier on the user somehow by not having to go into jotform.

    it's setup to get an email that shows the below first

    How to prevent going to Jotform when Approving/Denying Image 1 Screenshot 40

    then it takes me to jotform and the below wiggles to get my attention

    How to prevent going to Jotform when Approving/Denying Image 2 Screenshot 51

    then it wants me to comment, even if I approve.

    How to prevent going to Jotform when Approving/Denying Image 3 Screenshot 62

  • SI_Tech
    Replied on May 2, 2024 at 2:11 PM

    also, I noticed when I deny and give the reason why I do not see the reason in the email I get.

    this is all I see, why is that?

    How to prevent going to Jotform when Approving/Denying Image 1 Screenshot 20 Screenshot 10

  • Princess JotForm Support
    Replied on May 2, 2024 at 3:05 PM

    Hi SI_Tech,

    Thanks for reaching out to Jotform Support. Please make sure to turn off the Require Login for Approver and Require Comments options on your Approval Flow. Let me show you how to do it:

    1. In your Approval flow, hover on the Approval step and click on the Gear Icon to open Approval Settings.
    2. Under the General tab, turn off the toggle for Require Login for Approver option.
    3. Under the Advanced tab, turn off the toggle for Require Comments option. How to prevent going to Jotform when Approving/Denying Image 1 Screenshot 20

    Give it a try and let us know how it goes.

    As for your other question, I've moved that to a new thread to avoid confusion. You can check that out here, and I will answer your question there shortly.

    In the meantime, let us know if you have any other questions.



 
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