Jotform Approvals allows you to set up an approval flow for your form without adding multiple fields, setting up multiple email alerts, or creating complicated conditions. You can create an approval flow from the Form Builder or My Approvals page.
To create an approval flow from the form you’re editing
- In the Form Builder, go to Settings at the top.
- Go to Approval Flows on the left.
- Select Create an approval flow.
This will open the approvals builder with a basic one-step approval setup.
To create a more customized approval
- Go to My Approvals and select Create Approval in the upper-left corner.
- Choose an approval flow to start with.
Here are the available options:
- Start From Scratch — Launches the approvals builder without any elements aside from the starting point.
- One Step Approval — Opens the approvals builder with a basic one-step approval setup.
- Use Template — Allows you to choose from a number of ready-made approval templates.
See also:
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12 Comments:
32 days ago
Are you able to add your form to an approval template? When I search my forms I cannot find my forms to change a template form.
290 days ago
Signed up for a free tablet haven't heard from it.
353 days ago
We need to see the total form plus approval in the JOtform Approval report. But currently we can only see the approval part at the end. How do we include the total form with all information regarding an employees leave.
Sorry but as well as the actual signed approval at the end of the actual form
More than a year ago
If I need the manager to assign ratings as a part of the approval technique, in [preference]( to only an easy approval or denial, is that possible?
More than a year ago
Does approval flows cancel any conditional emails that may have been in place before the flow was set.
More than a year ago
Hi
I would like to use this to manage invoices approval within company
Two things I have a question on
1. When a user receives an email about a pending approval in their jotform inox, is there a way for the email to contain a link to that inbox
2. Can I make it so that once the approver click on the link to see the pending items in their jotform mailbox the approver only see the list of items pending in their own inbox rather than seeing everyone else's?
Kindest Regards
More than a year ago
If i want the manager to assign rankings as part of the approval process, instead of just a simple approval or deny , is that possible ?
More than a year ago
How do I remove approval flow if I no longer require them on a form?
More than a year ago
If I add approvals to the flow which the approval flow is in progress, will the new approvals be included in the flow?
More than a year ago
Approval flow re-route set to 1 hour but the form did not re-route to the person it should have. What can cause this to happen.
More than a year ago
Is there a limitation for the amount of Approval Workflows that can be added to a single Jot Form?
More than a year ago
Does The Approval Flow requires an Approver to CREATE a Jotform account?
Because I UNCHECKED the box "Require Approver to LOGGIN" to approve a request.
However, it prompts me (as the approver) to CREATE a Jotform Account before I can approve or deny anything - where you say LOGGIN is NOT required..
Can you clarify?