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    How can I add option that needs for approval before proceeding the forms

    Asked by mleones on April 27, 2017 at 11:33 PM

    Please send me a guide step by step in how the approval works in jotforms v4

    Page URL:
    https://form.jotform.me/71168170148455

    Screenshot
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    JotForm Developer

    Answered by Helen on April 28, 2017 at 03:07 AM

    Hello,

    Thank you for contacting us.

    As I understood you correctly, you want to send the Notification e-mail to different recipients based on user's answer. Please follow these steps:

    1. Go to "Settings" > "Conditions" and click "+" for adding new condition.

    2. Select the "Change E-mail Recipient".

    3. Set the Condition like this:

    You have to set this for every Approval field. After that, you set the conditions for every approval field, your conditions page looks like:

    However, if the user selects the "Albert" for the Approval 1, the notification e-mail will not send the "Albert". You can solve this problem with using just one Approval field. 

    Also, here is a guide helps to you: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    If you want to send any other Conditions, please provide us more detail about your request. We will glad to assist you.

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    Answered by mleones on April 28, 2017 at 05:43 AM
    Thank you for reply. I already do that. But i have a problem. The form is
    showing the approval yes or no and the other user can edit it. How can the
    approval is the only person who can edit the approval 1 yes or no checkbox
    Approval 2 yes or no
    Approval 3 yes or no.
    ...
  • Profile Image

    Answered by mleones on April 28, 2017 at 05:43 AM
    Hi jotform,
    In form, the approval checkbox is showing and can be edit by other user.
    How can i make that the approver is the only person who can edit the
    approval checkbox.
    See attached photos.
    Thank you
    ...
  • Profile Image
    JotForm Support

    Answered by liyam on April 28, 2017 at 06:45 AM

    Hello,

    I'm having difficulty understanding the process that you would like to achieve. Can you give us an idea on how it should be?

    Also, the screenshot image you have provided did not appear on this forum. Please visit and post the screenshot on this link instead: https://www.jotform.com/answers/1130787 

    Looking forward to your response.

    Thanks.

  • Profile Image

    Answered by mleones on April 28, 2017 at 06:58 AM

    Hi jotforms, 

    I created 3 checkbox for approval yes or no. How can I make that checkbox option be edited by approver only and read only for all user. 

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    Answered by mleones on April 28, 2017 at 07:00 AM

    https://form.jotform.me/71168170148455

     

    Please click my form to see the approvsl checkbox. 

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    Answered by Sven on April 28, 2017 at 07:47 AM

    You can do that using conditional logic, first, you would need to add Get Form Page URL widget. You will then create a condition to disable the approval checkboxes for users, and only enable them for approvers. 

    To do so, using the ENABLE/REQUIRE FIELD option from the conditions menu, your condition should look like the following:

    Where "Approved" is the approval checkbox fields, number 1,2,3.


    This will disable those fields for users filling out the form, and enable them to approvers while editing the form. 


    Alternatively, you can follow the same steps, but use the HIDE/SHOW FIELD option to hide the fields and only show them to the form approvers.

     

    I have cloned your form and made the above edits, if you like, you can clone it and review it using this URL: https://form.jotformpro.com/71173480131952

     

    Here's how to clone a form into your account:

    How-to-Clone-an-Existing-Form-from-a-URL

     

    If you need any further help, please get back to us so we can assist you further.

     

    Thank you.