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 allows you to set up an approval flow for your form without adding multiple fields, setting up multiple email alerts, or creating complicated conditions. You can create an approval flow from the Form Builder or My Approvals page....
The Approval element in Jotform Approvals allows you to configure and define outcomes for your approval flow. Aside from the default Approve and Deny, you can add more outcomes if needed and even set up multistep and parallel approvals.
To add...
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...
The Approve & Sign element in Jotform Approvals allows you to require your approvers to provide their signature when they approve or deny an entry from their email or Inbox. This adds an additional layer of authenticity and accountability to the...
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....
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.
To use Approval Report
In Jotform...
People can get busy and need to remember to take approval actions, so sending them reminders is important to keep the approval workflow moving. One of the components of Jotform's Approval Workflow is the ability to remind people of their pending...
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...
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...
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 be added to your form's table automatically. With this column in Jotform Tables, you can track your approvals and related submissions.
To open Jotform Tables, see...
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....