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boydclewisAsked on June 1, 2017 at 2:45 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
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David JotForm SupportReplied on June 1, 2017 at 5:36 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One of the screenshots might be a bit outdated but the concept is the same.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.