Is there an easy way to create a submission approval workflow?

  • CoryApana
    Asked on June 20, 2017 at 6:18 PM

    Is there an easy way to flag a submission for approval when it comes in, and then change its status to approved once it has been reviewed by the appropriate person?

  • AIDAN
    Replied on June 20, 2017 at 8:10 PM

    Please consider our guide related to a general approach on building an approval process workflow here: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    I hope this helps. If you need further assistance please let us know. Thank you.

  • CoryApana
    Replied on June 21, 2017 at 2:29 PM

    Thank you!  This has been very helpful!

    Another question:  Can I integrate GDrive so the data transfers only after the form is approved?  

    I tried it and the data transfers into the GDrive folder every time there is an edit.

  • BJoanna
    Replied on June 21, 2017 at 3:32 PM

    Unfortunately that is not possible. Data will be sent each time when form is submitted. 

    Feel free to contact us if you have any other questions.