User Guides

Jotform Approvals

19 Guides

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

The Approval element is the center, if not the brain, of the whole approval flow. This is where the deciding factor of the flow comes in where you define the outcomes. Aside from the default Approve and Deny, you can add more outcomes if you wish...

Using Approval Report in Jotform Approvals allows you to generate a report of an ongoing or completed approval process and send it to you or your desired recipient email. https://youtu.be/xk__F4uOSr0 To automatically send an approval...

Jotform Approvals is a powerful 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 customize your approval process by adding and connecting elements according to your needs. Whether it's creating a straightforward approval flow or a more complex one, Jotform allows you to tailor the process to match your...

A multistep approval allows multiple approvers to review and decide on requests before the process can advance to the next stage. For instance, you might need HR approval first, followed by setup approvals from IT or other departments. To...

Jotform Approvals allows you to automate your approval process. You can set rules for each approval flow and track activity during the approval process via Jotform Inbox or Jotform Tables. This guide lists the available options in the Publish tab...

An approver will receive an email notifying them that they need to evaluate a submission. When the approver clicks on Approve, Deny or chooses More Actions, they will be redirected to Jotform Inbox. By default, before visiting Inbox, they must...

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...

Aside from the usual allow or deny options available in Approval, the Approve & Sign element can also accept a signature as an additional requirement for your approvers. Setting Up Approve & Sign To require your approver's signature In...

If you're using Jotform Approvals and the approval workflow involves multiple people in the decision-making processes, Jotform recommends group approvals. The group approval eliminates the need to add multiple approval elements in the workflow....

One of the components of Jotform's Approval Workflow is the ability to remind people of their pending tasks in the overall workflow process. Some people are busy and could overlook important matters, so reminding them is essential to keep the...

By disabling "require login" in Jotform Approvals, your approvers or assignees don't need to sign in to Jotform to access and complete their tasks. This option is enabled by default in the Approval and Approve & Sign elements which you can...

When you build an approval workflow with Group Approvals, there are different conditions you should be aware of. But first let’s check out how to set up a group approval rule:  Create your approval and add your approvers, then click the...

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 who aren’t part of the approval process but would like to hear...

Unlike the If/Else Condition element which can only support up to two branches (true or false), the Conditional Branch element allows you to direct your workflow to the number of conditions or branches you define. You can tailor your workflow...

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

The Form element in Jotform Approvals allows you to add follow-up forms to your workflow. You can assign follow-up forms to your respondents or defined recipients and monitor their progress in Jotform Inbox or Tables. The invitation to the form...

With Jotform Teams, you can add all the assets that Jotform offer to your Teams page. If you want to disable these assets, you can follow these instructions for each one of them. How to Disable a Form Go to the form you’d like to disable...

Jotform Teams is a new way to collaborate on forms and collect form responses. Instead of individually adding collaborators to your forms and data, you can now create a team and work on the same forms in real time. Open the product list menu...

When you first features that enable HIPAA compliance, you'll need to be aware of some initial differences: Security Integrations Approval Workflows Emails What Else? Security With Jotform Enterprise, your Data is encrypted...

Microsoft Power Automate, formerly known as Microsoft Flow, provides a premier service for business automation by connecting you to the service you use daily. Jotform Enterprise connector, including those with HIPAA-enabled servers, is...