How to create an approval process form

  • Profile Image
    brodeur
    Asked on February 22, 2018 at 08:07 AM

    Hello,

    I want the ability to pre-fill some of the answers on the form for EACH submission.  Then, I only want the person who Im sending the form to fill out the missing blanks. 

    For example there are many fields on my client form such as name, address, phone, email etc and I want to speed up the process for the submission by pre filling that information

    Do you have advice on how to do that?

  • Profile Image
    TREVON
    Answered on February 22, 2018 at 10:08 AM

    This can be possible by using the email conditional logic based on data filled by user.

    https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    You will create all the needed fields and have email addresses for each group of fields that need to be filled by the user.

    Then using the the conditional logic above you will check if each set of field is filled and send email to the next person to fill their section.

    For the above to have a flow then it would be great to have the Edit link for the user to edit the form.

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Once user received the notification with edit link then the can click on it and update the content of the form with their data 

    I have created a sample form below you can use to test the above.

    https://form.jotform.com/80524424085958

    Kindly feel free to clone and use the form.