When you build an approval workflow with Group Approvals, there are different conditions you should be aware of. But first let’s check out how to set up a group approval rule: Create your approval and add your approvers, then click the gear...
One of the components of Jotform's Approval Workflow is the ability to remind people of their pending tasks in the overall workflow process. Some people are busy and could overlook important matters, so reminding them is essential to keep the...
Jotform Approvals is a powerful tool that creates approval workflows — for free! Businesses across the world in many different industries use these workflows to approve or deny requests. Jotform Approvals provides a canvas where you can...
Jotform Approvals make it easy for you to set up approval flows for your form without adding multiple fields, setting up multiple email alerts, and creating complicated conditions. All of these steps are now part of a single feature and only...
The approval element is the center, if not the brain, of the whole approval flow. This is where the deciding factor of the approval flow comes in. In the approval element, you define the outcomes. By default, Approve and Deny are the options. You...
Customize your Approvals however you need by adding and connecting elements in your workflow. Here are three ways to add and connect elements in Jotform Approvals: Drag and drop a new element in between existing elements. Draw a...
By disabling "require login" in Jotform Approvals, your approvers or 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...
Aside from the usual allow or deny options available in the Approval element, the Approve & Sign element can also accept a signature as an additional requirement for the approvers. Setting Up the Approve & Sign Element Here's how to...
Some approval processes are more complicated than a single approval or denial. You may have an instance where several approvers need to approve or deny a request before the flow can move to the next step in the process. In this case, you can...
Jotform Sign is a new automated solution from Jotform that allows you to collect legally binding signatures. It is fully integrated with Jotform Approvals, allowing you to request signatures as part of your overall business approval workflow....
In Jotform Approvals, you can generate a report of an ongoing or completed approval process and send it to your email or to a recipient. This can be done using the Approval Report element. Setting Up the...
The Send Email element allows you to send an email to anyone at any point in your flow. You can notify the requestor when their request has been approved or denied, or notify people who aren’t part of the approval process but would like to hear...
The Form element in Jotform Approvals allows you to add follow-up forms to your workflow. You can assign follow-up forms to your respondents or defined recipients and monitor their progress in Jotform Inbox or Tables. The invitation to the form is...
The If-Else Condition element allows you to change the flow of the approval process based on certain conditions. For example, you can process approvals only when a specific option is selected from a multiple-selection field or send different...
Unlike the If/Else Condition element which can only branch to up to two paths (true or false), the Conditional Branch allows you to direct your workflow up to the number of conditions or branches you define. Setting Up a Conditional Branch...
This guide lists all options available in the Publish tab to share your approval workflow within the form. Quick Share The options to quickly share the link to the form or invite people to fill out the form can be found in the Quick...
You can track all of your approvals and the related submission data in Jotform Tables. Once you’ve created an approval workflow, the Approval Status column will automatically be added to your submission table. This column won’t be visible...
An approver will receive an email notifying them that they need to evaluate a submission. When the approver clicks on Approve, Deny or chooses More Actions, they will be redirected to Jotform Inbox. By default, before visiting Inbox, they must log...
If you're using Jotform Approvals and the approval workflow involves multiple people in the decision-making processes, Jotform recommends group approvals. The group approval eliminates the need to add multiple approval elements in the workflow....
