How to restart an Approval Flow?

  • johnemontspool
    Gefragt am 19. Dezember 2023 um 08:47

    Hallo zusammen,


    wie kann ich bei einem bearbeiteten Formular den approval Process neu starten, s. Screenshot.

    In den Einstellungen war ein Fehler, sodass die Mail nicht verschickt werden konnte. Das müsste jetzt wiederholt werden.


    VG

    Jotform Thread 10144731 Screenshot
  • Eliza Jotform Support
    Geantwortet am 19. Dezember 2023 um 09:14

    Hi John,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Based on your screenshot, I assume you're trying to restart an approval that was denied. You can do this through your form's Inbox. Here's how to do that:

    1. In My Forms page, tick the box of your form.
    2. Click on Inbox on the right side.

    How to restart an Approval Flow? Image 1 Screenshot 40Select the submission that you want to restart the Approval Flow of, since you need to edit the submission first. Let's do it:

    1. Click on the three vertical dots in the upper-right corner.
    2. Select Edit.

    How to restart an Approval Flow? Image 2 Screenshot 51Then, the form opens up. You only need to click on Submit. Once done, you'll see that the status will change from Denied to In Progress. You'll now see the Restart Approval Flow option. Here's how to get to that:

    1. Click on the three vertical dots again.
    2. Select Restart Approval Flow.

    How to restart an Approval Flow? Image 3 Screenshot 62Can you try it again and see how it goes? If you still can't get the restart option, can you tell us which of your two forms with Approval Flows is having the issue, so we can do more testing? You can send us just the URL.

    As soon as we hear back from you, we can move forward with a solution.