The Approval element is the center, if not the brain, of the whole approval flow. This is where the deciding factor of the flow comes in where you define the outcomes. Aside from the default Approve and Deny, you can add more outcomes if you wish and even set up multistep and parallel approvals.
To add an Approval element
- In Jotform Approvals, from the left pane, drag Approval to your workflow.
- Create paths for each of your outcomes.
To learn more, see How to Add and Connect Elements in a Jotform Approvals.
- Choose an outcome for each path.
Select Edit in the Outcomes dialog to edit your outcomes.
To configure your Approval
- Select the Approval’s gear icon to open properties.
- In the properties pane on the right, set up your configurations.
Here are the available options under the General tab:
- Outcomes — Approve and Deny are the default outcomes. Add more custom response options by selecting Add new outcome. Change an outcome’s color by hovering over it and selecting the ink drop icon.
- Approvers — Set to your email address by default. You can specify the approver’s email address or map it to your form’s email fields using the Form Fields dropdown.
- Require Login for Approver — Turn off this option if you don’t need your approvers to log in to their Jotform account to complete their tasks. Using account-based approval or requiring login is highly recommended so your approvers can track their activities through Jotform.
- Completion Rule — If you have multiple approvers, you can set the outcome’s completion rule.
- Approval Request Email — Select Edit to customize the email sent to your approvers.
To view more options, go to Advanced in the properties pane.
Here are the available options under the Advanced tab:
- Require Comments — Require your approvers to comment on the request in Jotform Inbox to complete the task.
- Reassign — Allow your approvers, in Jotform Inbox, to reassign their task to another person.
- Request More Information — Allow your approvers, in Jotform Inbox, to ask for more details about the submission before they approve or reject the request.
- Escalation — Automatically send the request to someone else if the primary approver fails to complete the task within the allowed time period.
- Expiration — Set the approval request to expire automatically after a certain period of time or on a specific date.
- Automatically Finish the Task — Set the approval to automatically select an outcome after a certain period of time or on a specific date.
- Send Reminder Emails — Send periodic a reminder to remind your approvers to complete their tasks.
All changes are automatically saved.
Why am I only able to link PayPal/Venmo to my JF?
If you set up the escalation period, can the primary approver still respond after the escalation date?
That is, if the escalation is 5 days, can the original approver still approve on the 6th or 7th day?
Can this approval flow be used to send patients a prefilled forms to complete and have reminder emails sent until the forms are done?
Da quando è stato aggiornato il menù di approvazione non è più possibile disabilitare l'opzione di approvazione tramite login. Non c'è alcun modo per approvare senza dover effettuare il login?
I have my approval process set to approve and sign. When she receives the approval email, she clicks on approve but it' not giving her a place to sign anymore.
Help please, Thanks!
Can I set a branch that allows me to schedule a calendar zoom meeting as an option?
I'm in the process of setting up a workflow/approval/denial process. We have agencies fill out grant applications that others rate. Is there a way to connect a rating tool (already have a form for this)? Or is there another way that we can have someone rate an application in numerical values that add up to a total when they submit their rating? I don't see a set up for this.
How do I turn the approval process off?? I was exploring the site and now it's stuck!!! I NEED TO GET OUT OF IT.....help!
Way too complicated for us! We want every submission to be approved. This is flow is a head ache!