Approval workflow: Approve and deny option.

  • dakhobe
    Asked on August 22, 2022 at 7:53 AM

    1st scenario is where an accountant uploads a document for ceo to approve or deny

    2nd is where other staff upload a document for accountant to approve or deny and escalate the document to CEO foe approval or Deny

  • Danilo JotForm Support
    Replied on August 22, 2022 at 8:00 AM

    Hi Duncan,

    Thanks for reaching out to Jotform Support. Regarding with the approval workflow that you want. Yes, that is possible, you can check this guide here,

    You can approve or deny the submissions in two ways:

    From the email - once a form is submitted, an email will be sent to the email address specified as the approver. You can click the Approve or Deny button that is present in that email.

    Right from the form's Inbox - this currently won't work for your case, as your approver's email address is different from the one associated with your Jotform account. For this to work, you would have to share the Inbox with the approver first:

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    In your case, the email address set as the approver can be seen here:

    134796 2 Screenshot 43


    134797 3 Screenshot 54

    Please check that address's inbox to see if you received the approval emails.

    To find out more, please visit this guide here.

    Give it a try and reach out again if you have any other questions.