This is the request that will be sent to the first approver whenever the Jotform is filled out and submitted. You are now ready to craft the request message.Please set the approver email address field by manually typing in the email address of the first approver in the workflow.One more step before you can begin crafting your request message as well as the messaging in the event of an approval, denial, or reassignment: Now the variables from your Jotform will appear in your WYSIWYG where you can craft how the request should look.īefore crafting your message, please navigate to the requester email address dropdown and select the Jotform variable where the requesters email address is submitted. Select the variables you’d like to use in your approval workflow and click ‘Continue.’ A list of variables from that Jotform will populate.Before you begin using Workflow for Jotform, please create a form in your Jotform account. Note: If you are a new Jotform user and have not created any forms in Jotform, no forms will populate here. Select the Jotform you’d like to use for this approval workflow and click ‘Continue.’ This screen will load all of the forms in your Jotform account. A modal will appear as shown in the screenshot below.
Here you can also use your Jotform variables to design what requests will look like. This is a very important step where you connect your Jotform to the approval workflow. With email selected as default, simply click “Next.” Step one: Connect your Jotform For information on how to set up a Slack-based approval workflow, please check out this article. In this step, you are simply selecting the notification channel you would like to use which is either email or Slack. This is the first of five steps to set up your workflow. If you’re a new user, your screen will look like this: Visit Click “Add workflow to my JotForms” If you’re already a Jotform user, you’re ready to go! Once you have created your Jotform account, simply create a form or use a test form so you can follow the tutorial. Note: You will need a free Jotform account to use this integration. In this article, we will showcase how to easily create an approval workflow using an integration we built with one of the largest form builders on the web, Jotform. Typically if approvals are required around a form submission it will be received and forwarded to several approvers, creating a chain of clunky emails where things get lost in translation. When humans need to review and act on data, things can get quite complicated. Forms are a portal to send information from one place to another but oftentimes, merely sending data isn’t enough.
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