How to Create an Approval Flow in Jotform

January 25, 2023

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

  1. Go to the Settings tab.
  2. Choose Approval Flows on the left.
  3. Click Create an approval flow.
Create an Approval Flow

This will open the Jotform Approvals builder with a basic one-step approval setup.

Approvals default flow template

How to Create an Approval Flow in My Approvals

  1. If you’d like to create a more customized approval, go to My Approvals from the My Forms page.
My approval link navigation
  1. Click the Create Approval button.
My Approvals create an approval

You’ll be asked to choose one of three options:

Create an approval options

Start from Scratch

This option launches the approvals builder without any elements aside from the starting point.

Approvals empty template

Use Template

This option allows you to choose from a number of ready-made approval templates.

Approvals Choose a Template

Once you find the template you want to use, click the Use Template button. 

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