How to approve or deny a form

  • urbanmotionfilms
    Asked on July 29, 2021 at 5:40 PM
    Also I need to know how to approve or deny a form.
  • Michal_S Jotform Support
    Replied on July 29, 2021 at 6:14 PM

    Hello!

    I've checked your form and can see you already have an Approval Workflow active.

    You can approve or deny the submissions in two ways:

    • From the email - once a form is submitted, an email will be sent to the email address specified as the approver. You can click the Approve or Deny button that is present in that email.


    • Right from the form's Inbox - this currently won't work for your case, as your approver's email address is different from the one associated with your JotForm account. For this to work, you would have to share the Inbox with the approver first:

    134795 1 Screenshot 10


    134798 1 Screenshot 21

    134799 2 Screenshot 32

    In your case, the email address set as the approver can be seen here:

    134796 2 Screenshot 43

    134797 3 Screenshot 54

    Please check that address's inbox to see if you received the approval emails.

    You can also temporarily change the approver to your JotForm account and make a test submission to see exactly how it works if you are not the approver.

    To find out more, please visit this guide:

    How Do Approvers Complete Their Tasks?

    Thank you!

  • urbanmotionfilms
    Replied on July 30, 2021 at 3:33 PM
    Can you please help me fix the issue with this image attached below
    When sending approval or denied email to clients I don’t want it to show from JotForm. I need it to show Urban Motion Films
    ...
  • Girish JotForm Support
    Replied on July 30, 2021 at 11:22 PM

    We have not received your screenshot in your last response.

    But I understand what you are referring to. Are you referring to the JotForm logo?

    1627701601 6104c161e3ef2 3107 1 Screenshot 10

    If yes, you can remove it directly on the email content and add your logo.

    Otherwise, if you are referring to the Sender email noreply@jotform.com, then you can setup your SMTP as the Sender email:

    1627701690 6104c1ba8d257 3107 2 Screenshot 21

    Here is a useful guide: https://www.jotform.com/help/244-how-to-setup-smtp-for-a-form

    Please check and let us know which one you are referring to.