JotForm: How to create Approval Workflow

  • CharacterCo
    Asked on September 14, 2021 at 5:23 AM

    Good day,

    I would like to create an online leave form that will allow the form to be sent to the direct supervisor for approval and after approval the same link should come back as a submitted form to me as the form creator.

    Is that possible?

  • onurcinar
    Replied on September 14, 2021 at 8:42 AM

    Hi,

    I cloned your form to check. You can add Approval WorkFlow to your form.

    1- Go to your Form Builder page. Click the arrow button 1 and then click Approvals button 2.

    kcj3qbpOIjoTmxj4jl2wFuBPsrGGGQtZuF2 rKKn Screenshot 10

    2-In the Approval Workflow window, you can add different conditions and edit EMAIL preferences. To change supervisor email, click the Settings button 1 and change email field 2.


    icT xs86f1i v6NvcS9vvRurdfPHBR7sPxalC1i9 Screenshot 21

    3- You can customize both supervisor email, and customer email preferences by clicking the Settings button near the Email box 1.

    5Ca8W15yJyec9kc3KILeXdD2ebuAEG6fz8e1nfaE Screenshot 32

    4- In the Customize Email window, you can change email subject, content, recipients, and etc.

    cMPJFhL1X 2LwJQokvURHT1Q0Mh9UK9rpg4nFSF2 Screenshot 43


    If you require any further assistance feel free to let us know.