Approval Flow: how to send another form after the user gets approved?

  • perfectionofphillips
    Asked on March 31, 2024 at 11:29 PM

    I have another issues. I create a the flow chart, I would like to switch the order of the forms, but it will not allow me to. It keep telling me the form is being used. So I deleted the flow chart to start all over, but it still not allow me to switch. I would like to put the evaluation form first then the registration form with the payment on it. How can I start over or correct this issues.


  • Rene JotForm Support
    Replied on March 31, 2024 at 11:42 PM

    Hi Cynthia,

    Thanks for reaching out to Jotform Support. I checked your form approval flow and I saw that it was set up correctly as per your requirements. To make the user continue filling out the registration form, you'll just need to add the form to the Form field. Let me show you how to do it:

    • In Form Approval, hover over to the Form field and then click the Gear icon.
    • On the modal screen, select the Registration Form from the Add a Form dropdown.
    • After that, click on the Form Fields hyperlink to use the Email field as the Assignee Email Address.
    • Finally, click the Save button.

    Approval Flow: how to send another form after the user gets approved? Image 1 Screenshot 20

    That's it. Once the user is approved for their submission on the Evaluation form and email will be sent to them to continue filling out the Registration form.

    Give it a try and let us know if you need any other help.

  • perfectionofphillips
    Replied on April 1, 2024 at 8:56 AM

    Thank you.

 
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