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How Do You Track the Approval Process in JotForm Tables

How Do You Track the Approval Process in JotForm Tables

You can track all of your approvals and the related submissions data for them in JotForm Tables


Once you’ve created an approval workflow, the Status column will automatically be added to your submission table. This column won’t be visible on the form itself, only in the table. 


To access your form’s submission table:

  1. Go to the My Forms page and select the form with the submissions you want to view.

  2. Click the Submissions button in the top toolbar.My Forms - Submissions button

 

  1. You’ll be redirected to JotForm Tables, where the submissions are listed. There, you can trace your submissions in the Approval Status column.


The form owner and people with access to the submissions table can see the status of submissions (such as Approved, Denied, or In Progress).



You can view a specific submission to see more information about the status of the approval. 


If an approver is taking too long to approve/deny a request, you can take over or reassign the task to someone else. Click on the (three dots) icon in the right bottom corner of the submission view, then select Take Over and Approve/Deny the request on behalf of the approver or click Reassign to assign it someone else to Approve/Deny.






Approval process tracking via JotForm Tables also allows you to filter submissions depending on their status: 


  1. Click on Filter to open the sorting menu. 

  2. To filter submissions depending on their status, select the Approval Status column and set the parameters you need below. 


To learn more about other filters and sorting options, refer to this guide



How to start the approval process manually for a new submission added from Tables


When you add a new submission manually from JotForm Tables, the approval process for it won’t be started by default. 


You can trigger it manually:

 

  1. Open the new submission.  

  2. Click the Start Approval Flow button.




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2 Comments...

  • lepgladstone

    Is it possible to show the exact status in the "in Progress" status? ie: Approval stage 1 or approval stage 2 etc.

    Thanks

  • Bates_Josh_jbates

    Who thought It was a good idea to not let the status be change? If we approve or deny something we should be able to reset the flow or change the status.