Workflow: AI Agent Unable to Assist with Certain Workflow Creations

Permissions to create certain workflows - I am currently having issues that the AI agent isn't able to support with

Hi Maria,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

It sounds like you are running into issues with creating or using certain workflows. Since your message is about permissions and not just turning a workflow on or off, I first want to clarify what exactly is blocked for you so we can narrow it down.

Let me help you with that:

1. Describe the limitation you see – For example, are you unable to see the Workflow section under Settings, unable to add new steps in an existing workflow, or getting an error when trying to save or enable a workflow?
2. Tell us where you are working – Are you in Form Builder → Settings → Workflow, in Jotform Inbox, or in the Jotform Mobile App when the issue happens?
3. Share what should be possible for you – For example, are other colleagues able to create or edit the same workflows while you cannot, or is this a new restriction that appeared recently?

In the meantime, if your issue is that a workflow exists but is not running on your form, you can check whether it is enabled by following these steps:

1. Go to your form in Form Builder. In the orange navigation bar at the top of the page, click on Settings.
2. Click on Workflow in the menu on the left side of the page.
3. Hover over the existing Workflow, then click on the Gear icon.
4. Click on Enable if it is currently disabled.

Please reply with a short description or a screenshot of what you see when you try to create or edit the workflow (for example, missing buttons, greyed-out options, or an error message). After we hear back from you, we’ll have a better idea of what’s going on and how to help.

Reach out again if you need any other help.