How to Send a Flow Report скачать в хорошем качестве

How to Send a Flow Report

Want to automatically send PDF reports at any step in your Jotform workflow? 📩 You’re in the right place! In this tutorial, we’ll walk you through how to add a PDF report element to your approval workflow, so your team or clients can receive critical data exactly when they need it. With Jotform’s PDF report element, you can: Send custom PDF reports after any workflow step Choose which documents to send and who receives them Add password protection to reports for added security Customize the email content and sender details Track approval history and submission data in the PDF Whether you're managing purchase approvals, onboarding workflows, or internal requests, this feature helps streamline communication and keep everyone in the loop. #JotformWorkflows #JotformTutorials #WorkflowAutomation #JotformFlowReport ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 👉 Try Jotform Workflows for free: https://www.jotform.com/products/work... 👉 Explore 200+ Free Workflow Templates: https://www.jotform.com/workflow-temp... 👉 Instant Insights into Workflow Activity: https://www.jotform.com/products/work... ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 00:00 Introduction 00:22 Accessing Your Workflow 00:33 Adding the PDF Report Element 00:52 Connecting the Report to Workflow Steps 01:28 Configuring PDF Report Settings 02:23 Customizing Email Notifications and Sender Info 03:04 Testing the Workflow with a Preview 04:54 Viewing the Sent PDF Report 04:48 Subscribe to Jotform Workflows