Approval flow: Approve tasks via email

  • LEGENDARYFOODS
    Asked on May 9, 2024 at 2:28 PM

    Hey team


    I was once able to approve tasks from my email. Now it is popping up a JF window and having me click 2-3 times for approval. How do I set this to simply approve from my email?


    Thanks

  • Princess JotForm Support
    Replied on May 9, 2024 at 2:46 PM

    Hi Greg,

    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. Approval flow: Approve tasks via email Image 1 Screenshot 20

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

 
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