Jotform Workflows simplifies the approval process by allowing your approvers to quickly review requests and decide whether to approve or reject them. When your workflow is triggered by a successful form submission, approvers are notified via email. These emails contain approval buttons, allowing them to complete tasks directly from their inbox without navigating multiple pages. This streamlined process saves time and ensures approvals are managed efficiently and conveniently.
Processing Approvals in Jotform Inbox
When your approvers click one of the approval buttons in their email, it opens the approval assigned to them in Jotform Inbox and automatically completes the task. If the Go to Inbox button is available, they can use it to open and complete the assigned request there.
Your approvers must be logged in to their account to do this. Otherwise, they will be prompted to sign up or log in when they click any of the approval buttons in their email.
They can sign up for or log in to an account linked to the same email address used for their approval. This lets them track approvals assigned to them within their account.
Completing Approvals Without Logging In to an Account
Your approvers can also complete their tasks without logging in to an account. Follow these simple steps to disable the login requirement for them:
- In Workflow Builder, click on the Gear icon on the right of the Approval element in your workflow to open its properties.
- Next, scroll down to the bottom of the General tab and toggle the Require Login for Approver property to the Off position to disable it.
If your workflow doesn’t require approvers to log in, they will be redirected to the Approvers Action page when they click any approval button or the Go to Inbox button in their email. From there, approvers can manually approve or deny the request.
Enabling Additional Approval Actions
You can require your approvers to add a comment before completing the approval and allow them to reassign their task to another person and request more information about the submission. To enable these options, follow these steps:
- In Workflow Builder, click on the Gear icon on the right of the Approval element in your workflow to open its properties.
- Next, go to the Advanced tab and toggle the Require Comments, Reassign, and Request More Information properties to the On position to enable them.
Require Comments
Your approvers can add a comment when making an approval. This comment will appear under the Approval Step outcome, which will be included in the submission. The comment can also be included in the email sent to the person who submitted the request after the approval. If the Require Comments setting in the Approval element of your workflow is enabled, approvers must enter a comment first to complete the task.
Reassign
When this Approval element property is enabled in your workflow, your approvers will see a Reassign button next to the approval buttons of the Approval Step in Jotform Inbox.
This allows them to reassign the request to another person, up to three times, by sending it to that person’s email address in the Reassign modal window.
Request More Information
This allows your approvers to send an email to the person who submitted the request or anyone else to ask for more details about the submission before completing the task.
In the Request more information dialog box, approvers can customize the subject and content of the message, adjust email settings, and add form fields or attachments. The email will also include an Edit button, which the requestor can use to update their submission.
Notes
- The Reassign and Request More Information features are only available when approvers complete their approval tasks in Jotform Inbox while logged in to their accounts.
- Approvers can add multiple recipients and remove Jotform Branding from the Request More Information email by upgrading their account. Learn more in How to Upgrade Your Account.
- The Request More Information dialog box resets to its default settings each time you open it.
Send Comment:
19 Comments:
277 days ago
I am receiving error messages within my approval report. Is there anyway to correct this issue?
308 days ago
How is it possible to send your "approved" form back to "in progress" if you accidently hit the "approve" button, but you wanted to decline it?
More than a year ago
I am directed to the Inbox but there are no options to Approve or Deny on the bottom.
More than a year ago
come aumentare il limite di flussi di approvazione
More than a year ago
In the approval flow, How about another submitter get a notification when their submission is approved or declined if there is a must fillup one email in the approval flow
More than a year ago
Add'l information to my comment posted earlier today (1/27/23):
I found that 3 of the 5 forms I have in my inbox were approved by me within the same day or two that the form was submitted. The other 2 must have been resubmitted and approved by another approver.
More than a year ago
I have some old forms requiring action sitting in my inbox. They have already been resolved with new form submissions that were approved. I would like to delete these forms from my inbox, but I don't see how to do that.
More than a year ago
The Disable Require login for approver option is not available on our approval flow. what options do we have if that isn't there?
More than a year ago
How can you resend the approval request email if the approver can't find it or deleted it on accident?
More than a year ago
is it possible to set up Multiple approvers? like I want to have 5 potential approvers, and if one or two of them approve, it will go to the next step.
More than a year ago
Are approval codes required? If not, how do you remove the option for an approval?
More than a year ago
Hi, is there a way for the "approve" button to point to a different URL than the Jotform inbox? We are going to use the Approval flow with users that don't have a Jotform account, and we would like for the "Approve" button to take them to a webpage in which we can set some sort of thank you message... would this be possible in any way? Thanks a lot.
More than a year ago
I do not see the checkbox where you can disable Require Login for Approver on my settings screen.
More than a year ago
Hi, I have already disabled the option 'Required login for approver". When the Approver clicked Approve/Deny, it lead to jotform and automatically logging in.
It also send a message to the defaulted login email forum@. Can this be avoided?
Thank you.
More than a year ago
How does one delete "More Actions" option from "Approve" & "Deny" email notification?
More than a year ago
Hi,
If the approvers are only approving via the email request (they will not be wanting to log in), where is the comment box that allows them to add extra information? I can't see it on my test emails.
Thanks,
More than a year ago
More Actions?
How do I add a link to the email that goes to the approver that goes to the inbox or to this specific entry without automatically approving or denying it? What is the proper way to add a "More Actions" link?
More than a year ago
How can the approval remove or edit an answer and add something else?
More than a year ago
My form went through the approval flow, but is still "Pending". What triggers a flow to be "completed"?