How can we use approval workflow based on our requirements

  • Summer D Tyer
    Asked on August 5, 2022 at 7:55 PM

    My partner and I work together trying to meet the technology needs of our district. Would it be possible to set our form up so that as a submission is made one of us marks that we’re working on it and then we check it off as we complete it? Another feature that would great would be once completed the person who submitted the form gets a response from us.

  • Mary_Ed JotForm Support
    Replied on August 5, 2022 at 10:47 PM

    Hello Summer,

    Thanks for reaching out to Jotform Support. This should be possible by using the form feature Approval Flows which can be found on the form Settings as shown below:

    1659753698 62edd4e2d54aa  Screenshot 10

    With the Approval Flows, you should be able to create a workflow similar to the one I have created based on your feedback if I understand it correctly as shown below:

    1659753818 62edd55ac3538  Screenshot 21

    We also have a guide about A General Approach on Building an Approval Process Workflow that you can check out. Give it a try and reach out again if you have any other questions.