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.
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.