Does JotForm support workflows or multiple approver processes?

  • Steven Carter
    Asked on December 5, 2016 at 8:23 PM

    Does JotForm support workflows or multiple approver processes. 

    For instance, a purchase request that requires 3 different levels of approval? I would like to create a form that requires multiple approvals before some task is executed.  

    Also, would like for the next approver to be notified when it's their turn to review for approval. Would also like time limits and escalations if times are exceeded.

    Is there any functionality similar to what I describe?

  • candy
    Replied on December 6, 2016 at 3:02 AM

    Hello Steven,

    Thank you for contacting us.

    First of all, let me suggest you create a free account in order to experience JotForm. You can learn to create forms in your free JotForm account.

    Now, in regards to your question, you can accomplish what you need by applying conditional logics (Send Email submission). 

    I have created an example form for you. After creating a normal Purchase Request form, please check the steps below to create approval process:

    1. Firstly, add a Form collapseRadio Button field, and a Text Area field  to the form after the Submit button in order to let the approver enter his message.

    Does JotForm support workflows or multiple approver processes? Image 1 Screenshot 60

    2. Create two Notification Emails. One will be sent to the user and the another will be sent to the approver, when the approver approves/denies the request.

    Does JotForm support workflows or multiple approver processes? Image 2 Screenshot 71

    A- In the first one add the Edit Link to let the approver edit the form to approve/deny the request.

    Does JotForm support workflows or multiple approver processes? Image 3 Screenshot 82

    B- With the second one you will create the condition to send this email to the user to let him know if the approver approved/denied the request.

    Follow these steps to create the condition: 

    1. Go to Setup and Embed tab in the toolbar.

    2. Select Conditions.

    3. Choose Change e-mail Recipient and click on Next button.

    Does JotForm support workflows or multiple approver processes? Image 4 Screenshot 93

    4. Setup the condition in this way: 

    Does JotForm support workflows or multiple approver processes? Image 5 Screenshot 104

    Finally, save your form and test it.

    Here is my form: https://www.jotformpro.com/form/63401674868969 . You can clone it if you think it would be helpful for you.

    As you have more than one question, I have split your thread in order to assist better by our Support team as the following link:

    https://www.jotform.com/answers/1004472

    Please check. If you need further assistance, do not hesitate to contact us.

    Thanks.