How to Create an Approval Flow in Jotform

June 8, 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, or 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.

To create an approval flow from the form you’re editing

  1. In the Form Builder, select Settings at the top.
  2. Go to Approval Flows on the left.
  3. Select Create an approval flow.
Steps to create an approval flow in Jotform Form Builder

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

A basic approval flow

To create a more customized approval

  1. Go to My Approvals and select Create Approval in the upper-left corner.
The Create Approval button in My Approvals
  1. Next, choose an approval flow to start with.
Create an approval options

Here are the available options:

  • Start From Scratch — Launches the approvals builder without any elements aside from the starting point.
  • One Step Approval — Opens the approvals builder with a basic one-step approval setup.
  • Use Template — Allows you to choose from a number of ready-made approval templates.

See also:

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Introduction to Form Building

Other Settings

Go to course :Other Settings
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