How do I build a leave approval workflow?

  • SRKSCAFF
    Asked on July 19, 2019 at 6:12 AM

    Hello,

    I have set up an annual leave request form.

    There a way I can set up an automatic email that shows the details of the leave request but also a button to either accept or reject the request to send back to the requester.

    Any help would be much appreciated 

  • roneet
    Replied on July 19, 2019 at 6:38 AM

    Do you want to send the Form back to the approver/manager when a user submits the leave request so that the manager can grant or reject the leave?

    Yes, this is possible in JotForm. You may add a section at the bottom of the Form and hide it from the user such that it is visible only to the manager. The user submits the Form and the manager is notified using the email to approve/reject the request.

    Please have a look at this detailed guide:

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    Let us know if you need further help in setting up the Form. We will gladly assist you.

    Thanks.