Easy-to-Use Approval Builder
Expand your approval flow, add new elements, set up custom emails, and more with Jotform’s drag-and-drop interface. You can build the perfect workflow for your company in just a few clicks!
Request approvals from groups.
Set up an approval process for a group of people. Each member of the group can provide their feedback and approval independently, and the process will move forward depending on the approval completion rule set.TRY NOW — It’s Free!
Advanced Approval Settings
Level up your approval flow with advanced settings options.
Let users add a comment when they approve or deny requests.
Let users reassign tasks to another person if they are unable to complete them.
If someone hasn’t completed a task after a certain time period, escalate the task to someone else automatically.
Set expiration dates
Choose a date for the task to expire, so your flow doesn’t get held up.
Send Customized Notification Emails
Personalize email content to match your approval flow.
Send reminder emails
Remind approval flow members of their tasks with automated emails.
Let each person filling out your form assign their submission to a specific approver. You can select which email address field on the form will contain the approver’s email, ensuring that each submission goes to the right approver without requiring any extra work on the back end.TRY NOW — It’s Free!
Send Approval Report
Create custom PDF reports to track and summarize your approval history. It’s an easy way to view and document all of the actions taken throughout the approval process.TRY NOW — It’s Free!
Set up advanced conditional logic
Make sure your tasks are forwarded to the right people with custom approval flow conditions.
Use if-else conditions
Forward requests to others with our if-else feature. For example, if a fund request over $1,000 is approved by a finance specialist, you can forward it to your finance manager automatically.
Create conditional branching
Direct your flow to perform different actions according to the way form respondents answer certain questions.
Merge Parallel Paths
Combine different paths in your approval flow.
Complete tasks in all branches before moving to the next step.
Complete tasks in any branch in order to move to the next step.
Send Approval Report
Create custom PDF reports to track and summarize your approval history. It’s an easy way to view and document all of the actions taken throughout the approval process.