How to Create Multistep Approvals in Jotform Approvals

September 15, 2022

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.

approvals-one-step-approval-template-min-1-png

Note: Select the One Step Approval template if you create the approval from My Approvals.

Here’s how to create a multistep approval flow:

  1. Start by deleting the Send Email element under the “Approve” outcome.
approvals-delete-email-element-min.png

Also, delete the link or path under it so you can create a new outcome later on.

approvals-delete-path-min-png
  1. Replace the deleted Send Email element with an Approval element.
approvals-add-element-min.png
  1. Open the Approval element’s properties panel and set the approver’s email.
approvals-approver-email-min.png

Now that the new Approval element is set, you need to set up its outcomes.

  1. Create a path for the Approved outcome for the Approval element.
approvals-approved-path-min.gif
  1. Do the same for the Deny outcome.
  2. Connect both outcomes to an End element to complete the setup.

Once completed, you should have a workflow similar to the following:

approvals-multistep-workflow-min.png

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.

Was this guide helpful?
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/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comments:

  • Debbie Catt
  • Paul Knott
  • HELP Fund Administrator
  • Caitlin Olson
  • Kat
  • Alexa Ciancia
  • Convivienda
  • Wayne Bishop
  • gradosupc
  • gradosupc
  • Amy_Collins_amy