How Jotform Approval works?

  • murissubasic
    Gefragt am 26. Februar 2024 um 14:35
    And could you explain me how the approval works?

    Would it be possible to automatically inform the customer who has sent the form after the approval, like a kind of order confirmation?Would it be possible to automatically inform the customer who has sent the form after the approval, like a kind of order confirmation?
  • Jemuel Enterprise Support
    Geantwortet am 26. Februar 2024 um 15:26

    Hi murissubasic,

    Thanks for reaching out to Jotform Support. Jotform's approval process allows you to review form submissions before they are finalized or processed. To automatically inform customers after their form is approved, you can set up an Autoresponder email from your approval. This email can be triggered after the form is approved, and you can customize the content to serve as an order confirmation or any other type of notification you need. Let me show you how:

    1. In From Builder, click on Add Element.
    2. Under Basic, click on the Email element.
    3. This will add an email field to your form, which can be used as the recipient field for your Autoresponder Email. How Jotform Approval works? Image 1 Screenshot 60
    4. Now, click on Settings at the top, and click on Approval Flows on the left.
    5. Click on the Pencil icon to edit your Approval. How Jotform Approval works? Image 2 Screenshot 71
    6. Click on your Email field, and click on Settings.
    7. Edit your Email content as needed, and click on Recipients.
    8. Now, Under Recipient's Email, click on Form Fields and add the Email field.
    9. Lastly, click on Save. That's it. How Jotform Approval works? Image 3 Screenshot 82

    Check out my cloned form and screenshots below for the result:

    How Jotform Approval works? Image 4 Screenshot 93

    How Jotform Approval works? Image 5 Screenshot 104

    Give it a try, and let us know if you need more help.