How to Track the Workflow Status in Jotform Tables

October 29, 2024

Once you’ve created a workflow for your form, the Flow Status column will appear in Jotform Tables when you view the submissions. With the help of this column, you can easily track the outcome of each submission based on their workflow status.

A Flow Status column in Jotform Tables

To open Jotform Tables, see How to View Form Submissions.

How to Take Over or Reassign Approvals

As the form owner, you can take over or reassign a task to someone else if an approver takes too long to process a request.

To reassign a task

  1. In Jotform Tables, select the entry’s View button.
  2. In the right panel, open the Approval Step menu in the lower-right corner.
  3. Choose your desired option.
Approval Step options in Jotform Tables

How to Filter Entries by Status

Jotform Tables allows you to search and filter submissions. To filter submissions based on status

  1. In Jotform Tables, select Filter at the top.
A Filter button in Jotform Tables
  1. Under Advanced Filters, create a Flow Status filter.
  2. Select Apply Filter when finished.
A Flow Status filter in Jotform Tables

To learn more about other filters and sorting options, see How to Filter Entries in Jotform Tables.

How to Start the Approval Process Manually

If you have existing submissions before creating the approval flow or when you manually add a new record in Jotform Tables, the approval process for those entries won’t start.

To manually start the approval process

  1. In Jotform Tables, select the entry’s View button.
  2. In the right panel, select Start Approval Flow.
A Start Flow button in Jotform Tables

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