How to Track the Approval Process in Jotform Tables

May 12, 2024

Once you’ve created an approval workflow, the Approval Status column will be added to your form’s table automatically. With this column in Jotform Tables, you can track your approvals and related submissions.

The Approval 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 in the first column.
  2. In the right panel, select the three-dot icon in the lower-right corner.
  3. Select Take Over or Reassign from the menu.
Steps to take over or reassign an entry in Jotform Tables

How to Filter Entries by Approval Status

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

  1. In Jotform Tables, select Filter in the upper-left corner.
  2. In the dialog, select Approval Status.
  3. Set your filter’s parameters, then select Apply Filter.
Steps to filter entries by approval status 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 in the first column.
  2. In the right panel, select Start Approval Flow in the lower-right corner.
Steps to manually start an approval flow in Jotform Tables
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