Hello,I am having difficulties with the approval process flow.

  • Profile Image
    sstaffordwtec
    Asked on August 16, 2017 at 02:12 PM

    Hello,

    I am having difficulties with the approval process flow. There are three steps to complete the purchase.

    1 - Requester send forms for approval.

    2 - Approver receives notification with the request, selects approved and submit the form to a purchaser.

    3 - Purchaser completes purchase and sends a receipt to requester.

    How would that work best. I tried everything I could and I still can get it to work.

    Thank You



    This is a re-post of a comment on A General Approach on Building an Approval Process Workflow

  • Profile Image
    aubreybourke
    Answered on August 16, 2017 at 04:00 PM

    1. Drag a long text entry field onto your form. This is to be used for the request.

    2. Drag and drop a email field onto your form. This is to be used to capture the requester email.

    3. Add a Section Collapse. Label it "Approver Section".

    4. In this section add a single choice field with two options: "approved" and "denied".

    5. Add a e-signature widget. This will capture the approver signature.

    6. Add another Section Collapse. Label it Purchaser.

    7. In this section add a infinite list widget. This will hold the specified products and prices.  

    8. Add another single choice field: "purchase complete", "purchase incomplete"

    9. Add submit buttons to each section. There should be a total of three submit buttons.

    10. Create three emails:

    one is for the approver, one is for the purchaser, and one is for the requester.

    In the approver and purchaser email notifications make sure to include the "Edit Link" (Screenshot below)

    It isn't necessary to specify the Edit Link for the third notification that will go back to the requester. 

    So now you should have 3 emails setup

    11. Create three email conditions, you need to substitute the bourke.aubrey@gmail.com with your approver email and purchaser email. Notice in the first email below, we specified {requesterEmail} as the EMAIL TO field. That is the email field we added in step #2.

    Like so:

    You can view my form here:

    https://form.jotformpro.com/72275353504959

    You can clone it, and modify it how you like:

    How to Clone an Existing Form from a URL