How to share permission with Approval Workflow?

  • LuxRLBOps
    Asked on June 6, 2022 at 11:49 AM

    Hi there,


    How do I allow someone to have access to the workflow for the RxO Escalation Tool? Below is a screenshot of the message they are receiving when trying to access the workflow. Where does the approval email go when they request access? I did not get a notification.

    Thanks!

  • Richard_A
    Replied on June 6, 2022 at 12:42 PM

    Hello Sandersgh,

    Thanks for reaching out to Jotform Support. To confirm, are you assigning the form for their approval? Or are you sharing the approval flow for them to edit? If so, please note that the Approval workflow can only be edited/updated by the account admin.

    Unfortunately, It looks like the screenshot was not posted on this thread. Would you be so kind to post the screenshot once again? Check out this guide about how to send a screenshot to our Support Forum.

    Once we have a better idea of what’s going on, we’ll be able to come up with a solution.

  • LuxRLBOps
    Replied on June 7, 2022 at 9:50 AM

    Hi there,

    I would like to give them access to the workflow to send answers to the tickets. They receive the ticket notifications but are unable to respond to them.

    1654609824 629f57a044801  Screenshot 10

  • Raymond JotForm Support
    Replied on June 7, 2022 at 10:20 AM

    Hello Sandersgh,

    Did you assign someone as an approver and would like for them to leave a comment for the submissions? If so, they need to be logged in to the account you have invited them with.

    If you'd like to invite them as a responder to your form, you can share your form's publish link from the form builder. If you can share the link to your form, I can check it out and see what’s going on. Additionally, it would help us to understand what’s happening if you could take a screenshot of your approval flow and send it to us. We have a guide here explaining how to do that.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.