Approval Workflow: How to Edit the form before Approval and Signature

  • Profile Image
    dshadbolt
    Asked on March 22, 2026 at 1:56 PM

    Hello! I working on a workflow for field trip approvals for a school. When the principal goes to Approve and Sign, I would like them to answer a question on the form and update the form. Is this possible?


    Example - Form comes to the Principal. The principal can indicate that they are marking a field trip as "Athletic Contest," and then they sign and approve it.

  • Profile Image
    Eiron_O JotForm Support
    Replied on March 22, 2026 at 2:23 PM

    Hi Dustin,

    Thanks for reaching out to Jotform Support. If you want that approver to edit the submission to update the form, you can do this by adding an edit link to the approval email. Let me show you how:

    1. In the Approval Workflow, click the gear icon of the Approve and Sign element.
    2. Then click the Edit Email button for the notification email. Approval Workflow: How to Edit the form before Approval and Signature Image 1 Screenshot 30
    3. In the Notification email, click the Form Fields button, then select the Edit Link button. Approval Workflow: How to Edit the form before Approval and Signature Image 2 Screenshot 41

    That's it. Once the form is updated, they can then approve or deny the submission.

    Give it a try and let us know if you need any more help.