PTO request issues

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    Leading_Retirement_Solutions
    Asked on April 13, 2022 at 03:00 PM

    Problem: Respondents to one of the forms we're using can't complete the desired action without creating a Jotform account.

    User Story: We're trying to create a form that allows employees to submit PTO requests, and then sends those requests to the employee's manager for approval. The first part of the process works fine, but when the managers click on "Approve" or "Deny" in the automated email sent through the Approvals workflow we created, they have to sign in in order to approve or deny the request. Is it possible to set up this type of experience in a way that managers can just click Approve or Deny in the email (or even on a landing page) to finish the process, without needing to create an account and sign in?

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    Mightor
    Answered on April 13, 2022 at 06:19 PM

    Hello Leading_Retirement_Solutions,

    First check if the form is set to Public:

    1649888070_62574b46a5bdd_pub'.png


    If the form is already set to Public, please send a Loom video where the approver is asked to log-in to their account. Requiring approvers to log-in to their account is an option in the Approval Workflow. However, we recently disabled this feature and for me to forward this to our backend team, I would need something to show them that this issue is indeed happening at your end.


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    Mightor
    Answered on April 13, 2022 at 06:20 PM

    Also please share the forms URL in your reply.

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    Leading_Retirement_Solutions
    Answered on April 13, 2022 at 06:22 PM
    Your email has been received and assigned ticket number [001-29EA0962-0088]. Please retain this ticket number for your records and include it in the subject line (including brackets) of all future emails relating to this email.
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    Regards,
    Leading Retirement Solutions
    [Leading Retirement Solutions]
    2226 Eastlake Ave East, #88
    Seattle, WA 98102
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    Leading_Retirement_Solutions
    Answered on April 13, 2022 at 06:22 PM
    Your email has been received and assigned ticket number [2FF-29EA0961-0087]. Please retain this ticket number for your records and include it in the subject line (including brackets) of all future emails relating to this email.
    We will reply to your email as soon as possible, generally within three business days. If your matter is urgent, do not hesitate to give us a call at 206-430-5084 (toll-free 800-974-2814) and a team member can assist you during our normal office hours of 6:00am - 5:00pm Pacific Time.
    Regards,
    Leading Retirement Solutions
    [Leading Retirement Solutions]
    2226 Eastlake Ave East, #88
    Seattle, WA 98102
    (206) 430-5084 (phone)
    (800) 974-2814 (toll free)
    (888) 796-5478 (fax)
    service@leadingretirement.com - mailto:service@leadingretirement.com
    www.leadingretirement.com - http://www.leadingretirement.com/
    Our mission: to proactively support organizations and lead them toward a secure future.
    Connect With Us:
    [Blog - Leading Retirement Solutions] - https://www.leadingretirement.com/blog/ [LinkedIn - Leading Retirement Solutions] - https://www.linkedin.com/company/leading-retirement-solutions [Twitter - Leading Retirement Solutions] - https://twitter.com/leadrsolutions
    Let us know how we are doing:
    [Client Satisfaction Survey] - https://www.surveymonkey.com/r/LRSClientService [Facebook - Leading Retirement Solutions] - https://www.facebook.com/LeadingRetirementSolutions/ [Yelp - Leading Retirement Solutions] - https://www.yelp.com/biz/leading-retirement-solutions-seattle
    Member of the American Society of Pension Professionals & Actuaries:
    [American Society of Pension Professionals & Actuaries] - https://www.asppa.org
    Leading Retirement Solutions, LLC is not a law firm. The information contained in this email, including its attachments, is not protected information and may be subject to disclosure to the full extent of the law.
    This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply e-mail and immediately and permanently delete this message and any attachments. Any communication sent in error shall not constitute a waiver of any confidentiality or privilege to which the communication is otherwise entitled. Thank you.
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    Leading_Retirement_Solutions
    Answered on April 15, 2022 at 01:11 PM
    Your email has been received and assigned ticket number [0E3-29EC617E-0090]. Please retain this ticket number for your records and include it in the subject line (including brackets) of all future emails relating to this email.
    We will reply to your email as soon as possible, generally within three business days. If your matter is urgent, do not hesitate to give us a call at 206-430-5084 (toll-free 800-974-2814) and a team member can assist you during our normal office hours of 6:00am - 5:00pm Pacific Time.
    Regards,
    Leading Retirement Solutions
    [Leading Retirement Solutions]
    2226 Eastlake Ave East, #88
    Seattle, WA 98102
    (206) 430-5084 (phone)
    (800) 974-2814 (toll free)
    (888) 796-5478 (fax)
    service@leadingretirement.com - mailto:service@leadingretirement.com
    www.leadingretirement.com - http://www.leadingretirement.com/
    Our mission: to proactively support organizations and lead them toward a secure future.
    Connect With Us:
    [Blog - Leading Retirement Solutions] - https://www.leadingretirement.com/blog/ [LinkedIn - Leading Retirement Solutions] - https://www.linkedin.com/company/leading-retirement-solutions [Twitter - Leading Retirement Solutions] - https://twitter.com/leadrsolutions
    Let us know how we are doing:
    [Client Satisfaction Survey] - https://www.surveymonkey.com/r/LRSClientService [Facebook - Leading Retirement Solutions] - https://www.facebook.com/LeadingRetirementSolutions/ [Yelp - Leading Retirement Solutions] - https://www.yelp.com/biz/leading-retirement-solutions-seattle
    Member of the American Society of Pension Professionals & Actuaries:
    [American Society of Pension Professionals & Actuaries] - https://www.asppa.org
    Leading Retirement Solutions, LLC is not a law firm. The information contained in this email, including its attachments, is not protected information and may be subject to disclosure to the full extent of the law.
    This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply e-mail and immediately and permanently delete this message and any attachments. Any communication sent in error shall not constitute a waiver of any confidentiality or privilege to which the communication is otherwise entitled. Thank you.
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