How to Request a Group Approval With Jotform Workflows

Jotform Workflows makes it easy to manage group approvals for your team without adding complicated elements to your flow. The Group Approvals feature helps simplify your team’s decision-making processes on approval requests. You can set completion rules to require responses from everyone, a majority, one person, or even a specific number to keep the approval process more flexible. Every member can submit approvals and feedback independently and you can track all their activities, like who responded and when, in real-time. You can be in charge of every step of the process through email, Jotform Inbox, Jotform Tables, or the Jotform Mobile Forms app.

In Workflow Builder, after you add and connect an Approval or Approve & Sign element (see How to Add and Connect Elements in Jotform Workflows), follow these simple steps to set up group approvals in your approval flow:

1. Click on the Approval or Approve & Sign element in your workflow and then the Gear icon to its right to open its properties.
2. Under the General tab, go to Approvers and enter the email addresses of your team members.
   Note: You can select email fields in your form as approvers from the Form Fields dropdown.

3. For the Completion Rule, the Require response from majority option is selected by default. If you’d like to choose a different one, select the option that fits what your flow requires from the list.

For a full explanation, visit Understanding Group Approval Completion Rules.