How to Create an Approval Flow With Jotform Workflows

October 22, 2024

Jotform Workflows allows you to set up an approval flow for your form without adding multiple fields, setting up multiple email alerts, or creating complicated conditions. You can make a workflow from the Form Builder or My Workflows page.

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Creating a Workflow From the Form Builder

To create a workflow flow using your form

  1. In the Form Builder, go to Settings at the top.
The Settings tab in Jotform Form Builder
  1. Go to Workflow on the left, then select Create Workflow.
A Create Workflow button in Jotform Form Builder

This will open the Workflow Builder with your form as the starting point.

A new flow in Workflow Builder

Creating a Workflow From My Workflows

To create a more customized approval

  1. Go to My Workflows and select Create Approval in the upper-left corner.
A Create Workflow button in My Workflows
  1. Choose an option to get started.
Create a Workflow options in My Workflows

Here are the available options:

  • Start From Scratch — Launches the Workflow Builder with a clean canvas.
  • One Step Flow — Opens the Workflow Builder with a basic one-step approval setup.
  • Use Template — Choose from ready-made approval templates.

See also:

Jotform Workflows
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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