Some approval processes are more complicated than a single approval or denial. You may have an instance where several approvers need to approve or deny a request before the flow can move to the next step in the process. In this case, you can create a multistep approval flow.
Creating a Multistep Approval Flow
When you create a new approval process, you start with the basic one-step approval workflow by default. You can easily turn this into a multistep approval workflow.
Note: Select the One Step Approval template if you create the approval from My Approvals.
Here’s how to create a multistep approval flow:
- Start by deleting the Send Email element under the “Approve” outcome.
Also, delete the link or path under it so you can create a new outcome later on.
- Replace the deleted Send Email element with an Approval element.
- Open the Approval element’s properties panel and set the approver’s email.
Now that the new Approval element is set, you need to set up its outcomes.
- Create a path for the Approved outcome for the Approval element.
- Do the same for the Deny outcome.
- Connect both outcomes to an End element to complete the setup.
Once completed, you should have a workflow similar to the following:
That’s about it for creating a basic multistep approval flow. To learn more about the Approval element, see How to Set Up an Approval Element in Jotform Approvals.
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12 Comments:
I need some assistance creating an approval.
HR approves the hiring form and then it needs to go to 3 different departments for set up:
IT
University
ERP
I want each group to be able to indicate when their part is done
Please advise. I've watched the videos and can't seem to set it up this way.
We have an approval timeline that ends in deny if certain information isn't provided. Is it possible for the approval process to be restarted if the documents are provided later. The original jotform does not need amending, it is supporting evidence that has been requested.
I've gone into tables and found the record but there is no option to take over the form, as it is showing complete.
I've got multistep approvals working however it would be good for the second approver to see in the email who has approved the request at the previous stage. Can the email form contain this information?
Hello! We have multiple approvals in our flow. For some submissions, we need to add attachments after submissions (Because we needed more info, documentation, etc). When we do this, our approval committee receives the email notification that they need to approve but isn't able to see the submission. How do we prevent this from happening?
Is there a limit on approvers/emails that can be sent in the approval flow within any of the paid subscriptions?
I have a form where I need the 1st approval to complete a verification form and add it to the approval flow before it goes to a 2nd approver. Is this possible?
Good Afternoon,
I am trying to create a multistep approval based on an employee branch--meaning IF an employee works at location A and selects location A from the drop-down--their request will go to the specific approver for location A. I would like to set this up for 7 locations. Am I able to do this on one form...or should I create 7 different forms?
Thank you in advance!
Alexa
Hola!
Agradeceré su ayuda con lo siguiente:
Es muy importante para nosotros que en un flujo de aprobación de varios pasos, se muestre en la columna "status" de la tabla del formulario, el paso de aprobación en el que se encuentra actualmente el proceso y que no se limite a mostrar únicamente "en progreso", "aprobado" o "denegado".
Muchas gracias por su ayuda
Good day, I am trying to create a new hire requisition form.
Is it possible to have the Approvers email be an entry vs. a single preselected approver? So the person requesting the approval would enter the approvers email?
Can I generate a report of the approved and denied requests? How can I do it?
I configured my flow with two approval levels, but the last one does not receive the requests approved by the first level. What should i do to correct it?
Can I set up an approval flow so that a form template can be sent to a person for a signature, then sent to a second person for a second signature, then sent to a third person for a final signature, if I won't know the email address of the third recipient until just before I need to send the form?
I have a form that a teacher will fill out and sign. They will then have to send the form with their signature to management for a second signature. Management will then need to send that form to a third party (a parent) but we won't be able to send it until the first 2 signatures have been collected. How do we set this up?