Approval Flow - Form selection

  • Group_Meridian
    Asked on September 5, 2024 at 4:21 PM

    Hi,

    I wish to add a specific form (Project Closure Form) into the approval flow, but this form doesn't appear in the selection, why?

    Approval Flow   Form selection Image 1 Screenshot 20


  • Christine JotForm Support
    Replied on September 5, 2024 at 5:52 PM

    Hi Group_Meridian,

    Thanks for reaching out to Jotform Support. I've checked your form and can see that there is already an Approval linked to your form. See screenshot below:

    Approval Flow   Form selection Image 1 Screenshot 40

    For you to be able to link your preferred form, you need to purge the current Approval linked to your form. Let me show you how:

    1. In Form Builder, under Settings tab, click on Workflow or Approval Flow.Approval Flow   Form selection Image 2 Screenshot 51
    2. On your deleted Approval, click on the gear icon and select Purge.Approval Flow   Form selection Image 3 Screenshot 62

    Give it a try and let us know how it goes.

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