Jotform Approvals make it easy for you to set up approval flows for your form without adding multiple fields, setting up multiple email alerts, and creating complicated conditions. All of these steps are now part of a single feature and only require a few minutes of your time to set up.
There are two ways to create an approval workflow.
How to Create an Approval Flow in Form Builder
- Go to the Settings tab.
- Choose Approval Flows on the left.
- Click Create an approval flow.
This will open the Jotform Approvals builder with a basic one-step approval setup.
How to Create an Approval Flow in My Approvals
- If you’d like to create a more customized approval, go to My Approvals from the My Forms page.
- Click the Create Approval button.
You’ll be asked to choose one of three options:
Start from Scratch
This option launches the approvals builder without any elements aside from the starting point.
Use Template
This option allows you to choose from a number of ready-made approval templates.
Once you find the template you want to use, click the Use Template button.
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7 Comments:
Hi
I would like to use this to manage invoices approval within company
Two things I have a question on
1. When a user receives an email about a pending approval in their jotform inox, is there a way for the email to contain a link to that inbox
2. Can I make it so that once the approver click on the link to see the pending items in their jotform mailbox the approver only see the list of items pending in their own inbox rather than seeing everyone else's?
Kindest Regards
If i want the manager to assign rankings as part of the approval process, instead of just a simple approval or deny , is that possible ?
How do I remove approval flow if I no longer require them on a form?
If I add approvals to the flow which the approval flow is in progress, will the new approvals be included in the flow?
Approval flow re-route set to 1 hour but the form did not re-route to the person it should have. What can cause this to happen.
Is there a limitation for the amount of Approval Workflows that can be added to a single Jot Form?
Does The Approval Flow requires an Approver to CREATE a Jotform account?
Because I UNCHECKED the box "Require Approver to LOGGIN" to approve a request.
However, it prompts me (as the approver) to CREATE a Jotform Account before I can approve or deny anything - where you say LOGGIN is NOT required..
Can you clarify?