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LEGENDARYFOODSAsked on May 9, 2024 at 2:28 PM
Hey team
I was once able to approve tasks from my email. Now it is popping up a JF window and having me click 2-3 times for approval. How do I set this to simply approve from my email?
Thanks
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Princess JotForm SupportReplied on May 9, 2024 at 2:46 PM
Hi Greg,
Thanks for reaching out to Jotform Support. Please make sure to turn off the Require Login for Approver and Require Comments options on your Approval Flow. Let me show you how to do it:
- In your Approval flow, hover on the Approval step and click on the Gear Icon to open Approval Settings.
- Under the General tab, turn off the toggle for Require Login for Approver option.
- Under the Advanced tab, turn off the toggle for Require Comments option.
Give it a try and let us know how it goes.
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LEGENDARYFOODSReplied on June 17, 2024 at 11:50 AM
HI team
Both of these were switched off, yet I am not able to approve without visiting the website from my email. Please advise -
Ronald JotForm SupportReplied on June 17, 2024 at 11:54 AM
Hi Greg,
If you can share the link to your form, I can check it out and help you with a solution. Also, It would help us to understand what’s happening if you could take a screenshot and send it to us. We have a guide here explaining how to do that.
Once we hear back from you, we'll be able to help you with this.
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LEGENDARYFOODSReplied on June 17, 2024 at 11:57 AM
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Joeni JotForm SupportReplied on June 17, 2024 at 12:16 PM
Hi Greg,
I cloned your form and tried to replicate the issue but I was able to approve the submission by email without going to any websites. Take a look at the screencast below:
I've gone ahead and cleared your form caches to refresh the form. Can you please try again to make a test submission and approve it in your email?
Give it a try and let us know how it goes