Need help building a 2 approval workflow

  • Profile Image
    boydclewis
    Asked on June 01, 2017 at 02:45 PM

    Come someone please provide a template or detailed instructions on how to accomplish a worklow as listed below? I am looking to build a 2 step approval workflow.

     

     Customer submits a form

    Manager A receives it via email and reviews the entry

    Manager A confirms and approves it by editing the submission and re-submitting it

    Manager B (or someone else) receives another email after Manager A's approval

    Manager B receives it via email and reviews the entry

    Manager B confirms and approves it by editing the submission and re-submitting it

     

     

    Customer  receives a confirmation email about the approval

  • Profile Image
    david
    Answered on June 01, 2017 at 05:36 PM

    The following thread has some great information on how to create an approval workflow:

    https://www.jotform.com/answers/742263-How-to-create-an-approval-workflow

    One of the screenshots might be a bit outdated but the concept is the same.

    If you have any questions about specifics, let us know and we will be happy to help.