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 under their respective settings.
As for logged-in assignees, they can check their previously completed approvals and also complete their pending tasks in Jotform.
To switch your approval’s login requirement
- Select your approval’s gear icon to open properties.
- In the properties pane on the right, toggle Require Login for Approver/Signer.
To learn more, see How to Set Up an Approval Element.
For approvals with required login, when an approver follows the link to the request sent to their email, they need to log in to their account to process the request. They’d be able to see the submissions assigned to them once logged in.
If login is not required, your approvers can choose their response right after following the link in their email.
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2 Comments:
How do I give employees access to JUST ONE form to access submissions on their own?
The problem is the message that comes up after a person who is NOT logged in approves or denies and signs. The message tells people who may not even have an account that they can look at all their approvals by clicking the link/button that shows up on the acknowledgement page. This is DEEPLY MISLEADING and needs to have an option to be removed so that a small, social club organization can have non-account holders approve expenditures. The alternative is WAY too expensive for our small organization. Your documentation makes it seem like it is possible for logged out users to be approvers (and it is) but adds the VERY CONFUSING option that basically makes having external signors unworkable without dealing with a constant wave of confusion.