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    Do you have functionality for an approval process through a time off request form?

    Asked by Ryan Pedigo on June 21, 2012 at 03:51 PM

    Hello,

    Currently the company I work for is looking for a service in which employees can request time off, and that request will be submitted to their direct supervisor. From there the supervisor can either approve or reject (either option sending an email to the original recipient to let them know of the status), and if it is approved, it gets directed to the Director. Then, once again, the Director can approve/reject and that ultimate decision also informs/emails the original recipient.

    I hope this makes sense. Live Tecs has a demo of this, though they're rates are a bit pricey.

    Ryan Pedigo

    Page URL:
    www.livetecs.com

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    JotForm Support

    Answered by jonathan on June 21, 2012 at 05:52 PM

    Hello Ryan,

    Looking at the details of your requirement, I can say that this is doable in JotForm.

    You will have to utilize the features using the ff: guide

    1. Conditional Logic on Forms

    2. Autoresponder Email / Form Emails

    3. Form Edit Link

    4. A redirect thank you page

    Using these features, you can make the form route to specific email accounts and do some editing/updating on the form.

    I would like also to suggest that you create at least a Basic Free account in JotForm to fully make use of the form builder. Using guest account only, limits the option to provide assistance if ever an obstacle is encountered.

    I hope this helps. Please feel free to contact us anytime should you need further assistance working on the form.

    I will try to create a working sample form. Will try to update you when I have it too.

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    Answered by DigitalTrike on August 23, 2012 at 04:41 PM
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    JotForm Support

    Answered by jonathan on August 23, 2012 at 05:21 PM

    @DigitalTrike

    Although your message response does not seem to reflect on the thread, I've seen on the email that you have requested to have a sample of the approval form base on the concept you stated.

    I will try to come up with such form. I will post it here when I have done it.

    Thanks.

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    JotForm Support

    Answered by jonathan on August 23, 2012 at 09:45 PM

    @DigitalTrike

    Here is the demo form http://www.jotform.me/form/22356890691462 that demonstrate the concept. To test the form, please use the ff: data

    1. For the employee email use jonathan@mailcatch.com .

    2. The supervisor name dropdown box is equivalent to an email account. The sample email accounts are 

    supervisor1@mailcatch.com

    supervisor2@mailcatch.com

    supervisor3@mailcatch.com

    When the form is submitted, notification email will be sent to the appropriate supervisor base on the supervisor name selected by the employee. You can check the supervisor email using the test supervisor email accounts. (This is possible due to Conditional Logic used on the form)

    The employee will also recieved email notification (using the Autoresponder). In the test, you can use jonathan email account using the email provided in Step 1.

    How the approval process work?... its like this..

    1. When the form is submitted, the supervisor will recieve the notification email. In the email, there is an EDIT LINK in the message.

    2. When the edit link is used, the supervisor can now update/edit the form (put comment on the form text area...) and re-submit.

    3. The Employee also have a similar EDIT LINK in the autoresponder email. The employee can re-use the edit link to review later if the supervisor have updated or reviewed the complaint.

     

    Try it out.

    1. As employee fill up the form and submit.

    2. Check the Employee autoresponder message

    3. Check the supervisor email and edit the form using the edit_link

    4. As supervisor submit again the edited form

    5. As employee re-check again the autoresponder email and open again the form using the edit_link.

    6. The edited/updated form should now reflect on both the employee and supervisor view.

    Hope you find this useful.

    Feel free to contact us again anytime should you have further inquiry.

    Thanks.

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    Answered by DigitalTrike on August 24, 2012 at 11:48 AM

    Thank you, this was very helpful. 

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    JotForm Support

    Answered by jonathan on August 24, 2012 at 12:06 PM

    @DigitalTrike

    Thank you for updating us. Feel free to inform us if you need further assistance.

    Thanks.

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    Answered by DigitalTrike on August 24, 2012 at 01:21 PM

    When emails are submitted to the specific supervisor, I'm not seeing the "Edit_link". Where does one go in order to get that link in the email? 

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    Answered by DigitalTrike on August 24, 2012 at 01:31 PM

    I see the "edit_link" when logged onto jotform, but not when i open the email in my email browser. Do we have to always log into jotform in order to edit the form and resubmit to employees?

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    Answered by jeanettebmz on August 24, 2012 at 01:53 PM

    No, that shouldn't be the case. You can add the edit link into the autoresponder email body and even make it clickable

    Please check those guides and do not hesitate to look for more assistance if you need it

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    JotForm Support

    Answered by jonathan on August 24, 2012 at 06:02 PM

    @DigitalTrike

    Hi, since mailcatch.com allows only plain text (it is because its just a free service), you could not see the actual "clickable" edit link.

    BUT there is an Edit_Link to the supervisor notification messages located at the lower portion.

    You can simply right-click then copy/paste the link to your browser to open the form in edit mode. There is no need for the supervisor or the employee to be logged in to Jotfrom to access this forms. 

    (Please see screen image below for visual)

     

    As my colleague also stated, it can be clickable. You can try changing the email of supervisor to that of gmail or other known email client, and you will notice that the edit_link automatically become clickable when the message is viewed.

    I hope I was able to explain it better. Please don't hesitate to inform us should you require further assistance.

    Thanks.