JotForm approval workflow
Turn form submissions into automated approval workflows with Approval Donkey
Automate and streamline approval requests like these.
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Order Forms
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Service Requests
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Marketing Approvals
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Leave Requests
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Purchases/Procurement
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Expenses Approval
What you need:
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An Approval Donkey PLUS account (free 30 day trial)
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A JotForm account
Step One: Set-up and Copy a Panel Email address
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Firstly login to Approval Donkey and Add a New Panel, every Panel you create comes with an auto generated Panel Email address
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Copy the Panels Email address (this can be done like any copy function e.g. Select and Ctrl C or right click and 'copy email address'
Step Two: Paste the Panel Email address to Jotform
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If not already, sign into your JotForm account select your form and then 'Edit form'
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Select the 'Settings' tab and go to the 'Emails' section
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If you don't have any notifications set-up select the '+' sign and then 'Notification Email' (otherwise select 'Edit')
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Go to the 'Recipients' tab and paste the Panel Email address into the 'Recipients Email' field
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Select Save and that’s it, all done
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Now whenever your form is submitted it will automatically go through the Approval Donkey workflow you have just added. Give it a test run now.
Quick tip: Include a field to capture the submitter email address so you can forward status updates to them or set-up a Zap with Zapier to automate it.
Approval process benefits
Personalized Dashboard
Manage loads of approval requests via a personalised Dashboard so you can action what you need to.
Accountability & Transparency
Create robust streamlined workflows for key business decisions to save time, reduce errors and increase visibility.
Configurable Workflows
Configure unanimous, multi-step or required response workflows so the right people get the right request at the right time.
Use Existing Forms
No need to change your current form provider or upgrade your existing account with this simple add-on.
Notifications & Tracking
Save loads of time and avoid frustration with automated tracking, reminders and notifications
Unlimited Members
As a Panel Owner you can add as many members as you like under the one PLUS account, any members you add don't incur any additional cost.