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

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    wahidrspca
    Asked on June 05, 2017 at 01:09 AM
    Also, how do I hide the managers part from being seen by the requester?
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    Nik_C
    Answered on June 05, 2017 at 02:59 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!

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    wahidrspca
    Answered on June 13, 2017 at 09:43 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
    ...
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    EltonCris
    Answered on June 14, 2017 at 01:35 AM

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

     

    Example:

    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

    Hope this helps

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    wahidrspca
    Answered on June 14, 2017 at 01:43 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
    ...
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    Nik_C
    Answered on June 14, 2017 at 03:38 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:

    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:

    -Advanced:

    -Field details:

    -And copy the field name:

    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:

    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:

    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:

    This should cover your workflow.

    If you need any further assistance please let us know.

    Thank you!