How to hide the admin part of the workflow form from users?

  • wahidrspca
    Asked on June 5, 2017 at 1:09 AM
    Also, how do I hide the managers part from being seen by the requester?
  • Nik_C
    Replied on June 5, 2017 at 2:59 AM

    If you want to create a form where submitter will not be able to see manager's part, maybe this approval guide created by my colleague will be helpful: https://www.jotform.com/answers/945786

    You need to set up a condition that will show the manager's part when the form is edited. 

    If you need any further assistance or had something else in mind, please let us know so we can assist you further.

    Thank you!

  • wahidrspca
    Replied on June 13, 2017 at 9:43 PM
    Hi there,
    Me again, so I am able to hide the forms etc but having challenge with the email flow.
    I have created a section to enter manager’s details with an email address where the email should go on form submission by the staff with a link for manager’s to approve the form and once actioned by the manager, then the staff should receive email back with a result (approved/declined).
    How can I achieve this email flow? Appreciate your quick help on this.
    Regards,
    Wahid
    ...
  • Elton Support Team Lead
    Replied on June 14, 2017 at 1:35 AM

    So basically, you need a field where the manager sets the status for "Approved" and "Declined".

     

    Example:

    How to hide the admin part of the workflow form from users? Image 1 Screenshot 30

    Then you can create a separate email condition that would send the notification to the staff email when the approval field is filled.

    Example:

    If "Approval" field is filled, send "email notification" to staff email

    How to hide the admin part of the workflow form from users? Image 2 Screenshot 41

    Hope this helps

  • wahidrspca
    Replied on June 14, 2017 at 1:43 AM
    It doesn’t really help.
    You missed the most important part. Could you please check the form that I have designed - https://form.jotform.co/71546892167871
    Again, this is a 2 way process
    1. Staff will make a request to their manager, they will enter their own details and manager’s details that include manager’s email address – We want Manager’s to receive this on his email address entered by the staff with a link to Approve the request
    2. Once the approval process is done by the Manager – We want staff to receive the email with the result on their email addressed entered initially
    Please assist answering the above options.
    Kind regards,
    Wahid
    ...
  • Nik_C
    Replied on June 14, 2017 at 3:38 AM

    1. Staff will make a request to their manager, they will enter their own details and manager’s details that include manager’s email address – We want Manager’s to receive this on his email address entered by the staff with a link to Approve the request

    Here is how to achieve that:

    1) Create a condition that will check if the manager's email is filled, and if it is, send an email to that email address:

    How to hide the admin part of the workflow form from users? Image 1 Screenshot 90

    So the Notifier is the one you send to managers and the email is the actual manager's email address field. I put its field name there:

    -Go properties:

    How to hide the admin part of the workflow form from users? Image 2 Screenshot 101

    -Advanced:

    How to hide the admin part of the workflow form from users? Image 3 Screenshot 112

    -Field details:

    How to hide the admin part of the workflow form from users? Image 4 Screenshot 123

    -And copy the field name:

    How to hide the admin part of the workflow form from users? Image 5 Screenshot 134

    Also, you should add the Edit link to your Notifier for the manager's so they can access the edit of the submission and do the approval:

    How to hide the admin part of the workflow form from users? Image 6 Screenshot 145

    That's for the manager's email notifier.

    2. Once the approval process is done by the Manager – We want staff to receive the email with the result on their email addressed entered initially

    For submitter, if you want them to receive the email regardless if it is approved or not, then this condition would work:

    How to hide the admin part of the workflow form from users? Image 7 Screenshot 156

    I did similarly like above, I checked if the manager approved or not, and send an email to submitter's email address.

    If you want to send the email only when it is approved, then you need to change the IF statement to check the approved state:

    How to hide the admin part of the workflow form from users? Image 8 Screenshot 167

    This should cover your workflow.

    If you need any further assistance please let us know.

    Thank you!