In Jotform Workflows, logged-in approvers or assignees can check their previously completed approvals and complete their pending tasks in Jotform. By disabling “require login,” your assignees don’t need to sign in to Jotform to access and complete their tasks. This option is enabled by default in the Approval and Approve & Sign elements which you can disable under their respective settings.
To change your approval’s login requirement
- In the Workflow Builder, select your Approval’s gear icon to open properties.
- In the properties panel on the right, toggle Require Login for Approver/Signer.
To learn more, see How to Set Up Approval in Jotform Workflows.
For approvals with required login, when an approver follows the link to the request sent to their email, they need to log in to their account to process the request. Once logged in, they’ll be able to see the submissions assigned to them.
If login is not required, your approvers can choose their response right after following the link in their email.
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4 Comments:
More than a year ago
Hi, Are you able to check to make sure my approve or deny status is working properly? I do have a picture when you go in to the "new guest questionaire " table you will see there is an error? Is this okay? Can you let me know.
Thank you.
More than a year ago
Hello,
I have approvers that must login to approve submissions. Where can I find information about these "approvers" accounts? They are not technically listed as a user on our account but I have an employee who needs to update their name and wants the avatar removed. How do they do that?
More than a year ago
How do I give employees access to JUST ONE form to access submissions on their own?
More than a year ago
The problem is the message that comes up after a person who is NOT logged in approves or denies and signs. The message tells people who may not even have an account that they can look at all their approvals by clicking the link/button that shows up on the acknowledgement page. This is DEEPLY MISLEADING and needs to have an option to be removed so that a small, social club organization can have non-account holders approve expenditures. The alternative is WAY too expensive for our small organization. Your documentation makes it seem like it is possible for logged out users to be approvers (and it is) but adds the VERY CONFUSING option that basically makes having external signors unworkable without dealing with a constant wave of confusion.