I cannot get the workflow feature to work properly

can't figure out how to send my form to someone for approval

Hello Rod,

Thank you for contacting Jotform Support. I understand that you want to send your form to an associate of yours for approval. You can use Jotform Workflows for approval.

Jotform Workflows lets you set up approval flows for your form. Once submissions come in, you can approve or deny them through Jotform Inbox. Let me show you how:

1. In Form Builder, click on the Downward Arrow icon next to the Jotform Logo.
2. In the Dropdown menu, select Jotform Inbox.
3. In Jotform Inbox, scroll down and click on the Approve or Deny button.

We also have a guide about How Approvers Complete Their Tasks that you can check out.

Give it a try and let us know if you need any help.

Hi Jotform team. I am still having difficulty. I believe it’s a simple setting that I am not doing properly. Can you take a look at one of my forms? (Independent Contractor Work Order Form).
I am trying to be able to have my office secretary fill out the form with the appropriate information, and email it to one of our craftsman for approval. I can’t figure out how / where to list the email of our craftsman that the form should go to individually! If you look at the drop down box under contractors email, I need to be able to select the correct craftsman, complete the form and email the form to the craftsman for approval.
I tried to set up a workflow but it is not working properly. All the emails come right back to me.
Please help!!!! Thanks
Rod
...

Hi Rod,

First, you need to delete the Email field in between the Form and the Approval Element. It should only look like this:

Next is for the recipient. Since you are using the Dropdown Element for the emails, we cannot add it as the Approver Email. What we can do is copy the answer in the Dropdown to an Email Field. Let me show you how to set that up:

1. In Form Builder, click on the Add Element button.

2. Under the Basic Tab, select Email, then drag it to your form.

Then create a condition to copy the answer in the Dropdown field to the Email field. Here is a sample Update/Calculate Field condition:

After that, we can add the Email field as the recipient of the Approval Email. Let me show you how:

1. In Workflow Builder, Go to the Approve and Sign Element, then click on Add Signer Email.

2. Under Signers, click Fields, then select the Email field.

That's it. Once the user submits the form, the Approval email will be sent to the selected email in the Contractor Email.

Give it a try and let us know if you have any other questions.