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victoriatreasurerHello,
I am working on creating a form and approval process. I tried to use your AI to get to the right workflow but it couldn't converge and AI is providing an inconsistent outcome each time. Is it possible to have the help of someone to build the workflow?
Best regards
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Podo: Support SpecialistHi Yakine,
Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.
I understand you want help setting up a form and its approval workflow, and that the AI suggestions have been inconsistent. Let me help you with that:
First, we can start from a basic approval flow and then adjust it to your needs. To move forward, it would be very helpful if you could briefly describe:
- Who fills out the form (e.g., employee, client, student).
- Who needs to approve and in what order (e.g., Manager → Finance → Director).
- What should happen after approval (e.g., send confirmation email, update someone, stop the process).
- What should happen after denial (e.g., notify requester, send back for edits, end the process).
Once you share these details, we can outline the exact approval steps and I can give you concrete instructions on how to build that workflow in Jotform Approvals (which elements to add and how to connect them).
After we hear back from you, we’ll have a better idea of what’s going on and how to help.
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