How to Send an Approval Report in Jotform Workflows

October 24, 2024

The Flow Report element in Jotform Workflows allows you to generate detailed reports of an ongoing or completed approval process. The reports can be sent to you or any designated recipient via email. This provides a clear record of the approval process, showing who approved or denied requests and any comments made.

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To use Approval Report

  1. In the Workflow Builder, add a Flow Report element to your flow.
  2. Select your Flow Report’s gear icon to open properties.
A Flow Report's gear icon in Jotform Workflows
  1. In the properties panel on the right, enter your desired recipient email address. Or select Form Fields to assign the recipient email address dynamically.
A Recipient Email Address settings in Jotform Workflows Flow Report
  1. Select Settings and Edit to customize your PDF and email report respectively. All changes are saved automatically.
Flow Reports settings in Jotform Workflows

You or your defined recipient can now receive email reports of the approvals.

An audit report from Jotform Workflows

Jotform Workflows
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