How to send a submission for approval

  • JPApride
    Asked on November 10, 2017 at 11:31 AM

    Howdy,

    I need to process Board Vote where one person would "Motion the Board to a vote" and a separate person will "Second the Motion".  I want to disable the Motion and Second options once one of our 16 Board members selects either.

    How might I accomplish this task.  Thanks...

  • David JotForm Support
    Replied on November 10, 2017 at 11:44 AM

    Though the specific setup could vary widely depending on how you want the voting to, you could set up an approval workflow:

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    Send the edit link to each board member.

    You could then conditionally hide or disable the appropriate fields when a board member selects the option to second the motion.

    https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic