What is Jotform Workflows?

Last Update: November 22, 2024

Jotform Workflows enables you to create workflows tailored to your personal and business needs. One of its key features is its ability to create individual or team approval, request payments, and even collect signatures with Jotform Sign. With Logic Elements, you can also design and run a workflow based on specific user actions from the chosen form.

Powered by integrations, Jotform Workflows also allows you to integrate with select 3rd party apps so you can send your data when the workflow runs.

Using Jotform Workflows can save time, reduce operational costs, and eliminate the need for manual paperwork. It makes your approval process faster, more efficient, and easier to manage.

If you’re building a form, you can create a workflow by following these steps:

In the Form Builder, go to the Settings tab.
Select Workflows in the left panel.
Click the Create Workflow button. This will open the Workflow Builder in a new tab.

Clicking on the Workflow Tab and Then Create Workflow Button in Jotform Form Builder

In Jotform Workflows builder, you’ll find the Basic and Logic elements as well as the Integrations.

Basic Elements

Under the Basic tab, you’ll find the following components of Jotform Workflows:

Form — The Form element allows you to add follow-up forms to your flow.
Payment Form — With payment elements, you can seamlessly integrate payment forms into your Workflows.
Email — Send an email to keep everyone informed of the progress of your workflow.
Ta s k —
Approve & Sign — With Approve & Sign, you can require approvers to affix their signature when processing the approval request.
Approval — Adding Approval allows you to configure and define outcomes for your approval flow.
Team Approval — Use this element to request
Flow Report — Add this element to generate detailed reports of an ongoing or completed approval process.
PDF —
Sign Document — Use this element to request and collect signatures from your workflow users.