How to reassign a form for approval to a new email without logging in?

  • RyanWhiteRwhite
    Asked on May 2, 2024 at 1:52 PM

    Hello,

    Is there a way for a signer to reassign a form for approval to a new email without logging in?

    https://www.jotform.com/241134220856146

    Id like a signer to be able to approve, deny, or enter a new email to sign itHow to reassign a form for approval to a new email without logging in? Image 1 Screenshot 20d like


  • Jerlan JotForm Support
    Replied on May 2, 2024 at 2:24 PM

    Hi Ryan,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can. 

    Let us know if you have any other questions.

  • Jerlan JotForm Support
    Replied on May 2, 2024 at 3:13 PM

    Hi Ryan,

    Thanks for your patience, we appreciate it. If the assignee will reassign the task to another person, it requires logging in to the Jotform account first because the reassign button is available on the Inbox page. Let me show you:

    • On the Approval Email, the approver can click approve or deny to access the reassign button and be redirected to the Inbox page after login.

    How to reassign a form for approval to a new email without logging in? Image 1 Screenshot 40

    • In the inbox, under Action Required, you will now have an option to Reassign.

    How to reassign a form for approval to a new email without logging in? Image 2 Screenshot 51

    • Once you reassign a task, The new assignee will receive an email notifying that the approval task has been reassigned.

    How to reassign a form for approval to a new email without logging in? Image 3 Screenshot 62

    For the assignee to view the task it requires login since the approve or deny button is in the Inbox page. You can ask all the people involved in your team to create a Jotform account in that way if there will be tasks that they need to complete they can log in and complete the task.

    Let us know if you need any more help.

  • RyanWhiteRwhite
    Replied on May 6, 2024 at 7:35 PM

    OKay- where can I format this page for an approver?

    https://www.jotform.com/approver-actions/task/14143818860618230525?outcomeID=1&token=Nm9KWDNnMzhOSVFWMTVaUTdHTGY2bG9UVk1xNm1zN2IyMDJ6bHRkYlRPNEh5SWRMZlpoWWl1b3FCbVNqcm01eGlMOUN4QUxWMWRoY09DQktWNlE3dFEzVmFFY3IvRHp0Qm43RmdGd0oyMGRaM3RkSzZ5ZHJob2JncVJYTi94K1g4Q29tZHFqL1ArNGUzTXlCSGJjaW5RPT0=&wftask=1


    How to reassign a form for approval to a new email without logging in? Image 1 Screenshot 20 Screenshot 10


    Id like it to only have signature on the approve selection, and only have 'comments' on the reassign section. Also instead of comments, have it say- reassign to.

    
  • Angeli JotForm Support
    Replied on May 6, 2024 at 9:52 PM

    Hi Ryan,

    Thanks for getting back to us. I moved your other question to a new thread and helped you with that here.

    Reach out again if you have any other questions.

 
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