User Guide

After creating an approval flow, the next step is connecting the elements or adding and connecting new elements in the flow. If you’ve created the approval flow using an existing form, the elements are connected by default.  There are a...

Jotform Approvals make it easy for you to set up approval flows for your form without adding multiple fields, setting up multiple email alerts, and creating complicated conditions. All of these steps are now part of a single feature and only...

Here we cover all of the options under the Publish tab to share your approval workflow within the form. Quick Share You can quickly share the link to the form or invite people to fill out the form using our quick share tab: You can...

Create an approval process in Jotform. Different companies or businesses will always have their approval process. Surely, we can't cover all of them so this guide will be leaning more towards discussing general guidelines on how to come up with a...

When the approval process ends, you normally want to get a report of the whole approval process. While this is possible with enabling the PDF Attachment through the Send Email element, it is not identifiable this way. We made it easier to attach...

Jotform Approvals is a powerful new tool that creates approval workflows — for free! Businesses across the world in many different industries use these workflows to approve or deny requests. Jotform Approvals provides a canvas where you can...

You can track all of your approvals and the related submission data in Jotform Tables. Once you’ve created an approval workflow, the Approval Status column will automatically be added to your submission table. This column won’t be visible...

The Send Email element allows you to send an email to anyone at any point in your flow. You can notify the requestor when their request has been approved or denied, or notify people that aren’t part of the approval process but would like to hear...

Some approval processes are more complicated than a single approval or denial. You may have several instances in which several approvers need to approve or deny a request before the flow can move to the next step in the process. In these cases,...

The approval element is the center, if not the brain, of the whole approval flow. This is where the deciding factor of the approval flow comes in. In the approval element, you define the outcomes. By default, Approve and Deny are the options. You...

Before you can use the Jotform Enterprise connector on Microsoft Power Automate, you must have a Jotform Enterprise account. If you are interested, you can contact enterprise sales Introduction Microsoft Power Automate is formerly known...

On the move to HIPAA, here are some potential pitfalls that you need to be aware of: SecurityIntegrationsApproval WorkflowsEmailsWhat Else? Security Data is encrypted at rest by default at an Enterprise Server (good for PII)...