How to create an approval workflow?

  • Profile Image
    Nancy Bell
    Asked on March 08, 2018 at 01:58 AM
    The form is completed in teams. So one form is done by at least 3 people. i have a total of 30 teams. The teams are in different locations so they cannot sit down together and complete one form. 
  • Profile Image
    BJoanna
    Answered on March 08, 2018 at 02:04 AM

    You can create an approval process using our forms. Inside of this guide, you can find how to do it:

    A General Approach on Building an Approval Process Workflow

    It is also possible to save a form and continue later. This can also allow your users to fill the same form from different locations. 

    How to Save Forms and Continue Later

  • Profile Image
    Nancy Bell
    Answered on March 08, 2018 at 09:43 AM
    Ok. So it sounds like you can “save and continue” then send the link/user info and the other team members can complete their sections.
    Since we do not exactly what team member is doing what I am not sure I we could set up the workflow.
    ...
  • Profile Image
    BJoanna
    Answered on March 08, 2018 at 10:15 AM

    Yes. the session link can be sent to multiple users. Please note that the second form (main form) needs to have page breaks. Also, the data on the main form will be saved only when page break button is used. 

    I would suggest you to create your forms and test this feature. 

    The following guides can help you to create your forms:

    User Guide

    How to Create Your First Web Form

    Before you start creating your forms you should register and create a Free account. You can use this link to sign up - https://www.jotform.com/signup/