Jotform Approvals

Jotform Approvals

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...

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...

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 requirements....

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...

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 disable...

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...

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...

Jotform Sign is a new automated solution from Jotform that allows you to collect legally binding signatures. It is fully integrated with Jotform Approvals, allowing you to request signatures as part of your overall business approval 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...

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...

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 is...

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...

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 Tables....

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 log...

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....