JotForm User Guide /

JotForm Approvals

JotForm Approvals

What is JotForm Approvals?

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 simply d...

How to Create an Approval Flow in JotForm

JotForm Approvals makes 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 require...

How to Set up an Approval Element in JotForm Approvals

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 can...

How to Add and Connect Elements in a JotForm Approval Flow

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 few straightf...

How to Create Multistep Approvals in JotForm Approvals

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

How to Set up a Send Email Element in JotForm Approvals

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 ab...

How to Set up an If-Else Condition Element with JotForm Approvals

The If-Else Condition element allows you to change the flow of the approval process based on certain conditions. For example, you can process approvals only when a specific option is selected from a multiple-selection field or send different approval...

How to Set up a Conditional Branch Element with JotForm Approvals

The Conditional Branch element allows you to create multiple conditions for a single field and use them to build your approval flow. It enables you to direct your flow to perform different actions according to the condition that’s met. You can use ...

How Do You Share or Publish Your Approval Workflow?

Here we cover all of the options under the Publish tab to share your approval workflow within the form.1. Quick ShareYou can quickly share the link to the form or invite people to fill out the form using our quick share tab:You can share the form via...

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 ...

How Do Approvers Complete Their Tasks?

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