How to create a workflow that directs forms to other approvers?

How to create a workflow that directs forms to other approvers

Hi Carol,

Thanks for reaching out to Jotform Support. To create a workflow that directs forms to other approvers, you can use the Approval element in Jotform Workflows. Here’s how to do it:

1. Add an Approval Element: In the Workflow Builder, add an Approval element to your flow.
2. Configure the Approval: Click the gear icon on the Approval element to open its settings. Here, you can specify the approvers' email addresses or map them to form fields dynamically.
3. Set Up Outcomes: Define the outcomes such as Approve, Deny, or add custom outcomes as needed. Connect the flow for each outcome accordingly.
4. Create Multi-Step Approvals: If you want the form to be reviewed by multiple approvers in sequence, add additional Approval elements and connect them in the desired order.
5. Customize Advanced Options: You can enable options like requiring comments, allowing reassignment, requesting more information, setting escalation rules, and sending reminder emails to approvers.

This setup allows you to direct forms to different approvers based on your workflow needs, ensuring a smooth multi-step approval process.

Give it a try and let us know how it goes.