Need help in creating an approval workflow form.

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    bendorvillage
    Asked on August 16, 2018 at 02:47 AM

    Hello

    Please refer to the attached document

    Cellphone number: I must add the current number as per my form - but the person can change it as he chooses all the other fields must work the same. Question: how do I add a field with the information beforehand and allow the person to change the details:

    Email adress: This field is the same as above

    Residents and non residents with fingerprint access under.....: i have to add the details of registered person already. they will not be allowed to remove the person, but there must be an option to choose if the person must be removed.

    Daily Access: I must add the days as per my information, but the person can change the information in this field. How do I create such a field / spreadsheet?

    The form must have the following capabilities besides the above

    creating an if option : If the form is unchanged the person must accept the changes and submit

    creating an if option: if there is changes the person chooses this option and will form will then be editable.

    The person must then accept the changes: I can then check the database based on the populated field who filled in what and who submit no changes.

    There must be an declaration of course

    Thank you

    Please help!!!

     

  • Profile Image
    Jed_C
    Answered on August 16, 2018 at 07:04 AM

    1). Cellphone number: I must add the current number as per my form - but the person can change it as he chooses all the other fields must work the same.

    Question: how do I add a field with the information beforehand and allow the person to change the details

    In phone field properties, look for the "Placeholder" to pre filled your phone number into the field.

    1534416946The Easiest Online Form Builde

    To let the users edit the form at a later time, please refer to our guide here https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date.

    2). Email address: This field is the same as above

    Residents and non residents with fingerprint access under.....: i have to add the details of registered person already. they will not be allowed to remove the person, but there must be an option to choose if the person must be removed.

    Same goes with the phone number field, look for the placeholder option and input whatever email you want to be pre filled.

    1534417123placeholder_email.png

    If you don't want them to edit the field, you can set a condition for that to enable or disable a field. I would suggest that you start with our guide here https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow to get an idea on how the approval workflow works. 

    3). Daily Access: I must add the days as per my information, but the person can change the information in this field. How do I create such a field / spreadsheet?

    The form must have the following capabilities besides the above.

    Would you mind elaborating on this? Or perhaps share some example to further clarify this requirement?

    4). creating an if option : If the form is unchanged the person must accept the changes and submit.

    If option can be done via conditional rule. Please read our guide here https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic.

    5). creating an if option: if there is changes the person chooses this option and will form will then be editable.

    Same with #4, it can be achieve via condition, but I would suggest that you check on the approval workflow guide to get an idea on how it works. Here's the link https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.

    6). The person must then accept the changes: I can then check the database based on the populated field who filled in what and who submit no changes.

    Please refer to our guide here https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.

    Let us know if you have any questions or if you need further assistance. 

  • Profile Image
    bendorvillage
    Answered on August 16, 2018 at 07:43 AM
    Thank you for the responseYou wanted ne to elaborate on the fieldsI want to k ow how to design a form like that a spreasheet with blocks like the example, how do I do it?
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  • Profile Image
    bendorvillage
    Answered on August 16, 2018 at 08:08 AM

    3). Daily Access: I must add the days as per my information, but the person can change the information in this field. How do I create such a field / spreadsheet?

    The form must have the following capabilities besides the above.

    Would you mind elaborating on this? Or perhaps share some example to further clarify this requirement?

    As per the form I attached at the bottom there is a whole area with blocks with the persons name on the left and on the right there is blocks where to add the days, how do i accomplish this type of design of blocks?

  • Profile Image
    Victoria_K
    Answered on August 16, 2018 at 10:12 AM

    Hello,

    I can suggest to check the following widgets:

    MultiSelect Grid:

    1534428557screenshoteexrt.png

    Spreadsheet widget:

    1534428624screenshot54oh2.png

    Input Table: 

    1534428727screenshot13rvv.png

    Please let us know if you need more help.

  • Profile Image
    bendorvillage
    Answered on August 17, 2018 at 03:43 AM
    Thank you for the feedbackDoes the changes remain what the person made? For instance they made the changes on the form and email it, lets say for instance they want to go back and make more changes will the form be saved on the previous changes? And saves itHe will then see the current changes and amend it as he chooses, the form will show the last changes....I hope it makes sense
    Sent from my Samsung Galaxy smartphone.
    ...
  • Profile Image
    Victoria_K
    Answered on August 17, 2018 at 04:51 AM

    We have an option to allow users update their previous response: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Hope this is what you were asking about.

  • Profile Image
    bendorvillage
    Answered on August 17, 2018 at 06:43 AM
    I wish there was someone who could help with the design……



    ...
  • Profile Image
    Victoria_K
    Answered on August 17, 2018 at 08:08 AM

    In order to avoid any possible confusion, I have moved your next query as a new thread: https://www.jotform.com/answers/1555829 

  • Profile Image
    bendorvillage
    Answered on August 17, 2018 at 02:43 PM
    I still do not get around something.The user that fills in the form.submits itThe form must be saved somewhere for the user to go in and make the necessary changes again. In other words I add the form link to the webpage he goes in makes the changes and submits it. Inreceive the updated form. So if he goes back to that same link on the webpage (the one he completed before) Will this link show the updated information?Or will it show the same infomation, I want to enable the person to submit the changes on that link but can go back where the changes show as amended and update it again. We do this excercise every 4 monthsThey have to verify the info....
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  • Profile Image
    Jed_C
    Answered on August 17, 2018 at 03:29 PM

    If he goes back to that same link on the webpage (the one he completed before) Will this link show the updated information?

    It will show the updated information if you are using the {edit_link} parameter as stated in our guide here https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

  • Profile Image
    bendorvillage
    Answered on August 18, 2018 at 05:43 AM
    I have sent the link for the person to fill in the form, I've added the conditions how do I check wheter the form is now updated?Or where do I check where the updated form is now, with all the conditions added if the person decides to change his number for example where can he locate the updated form? The board wants the form on the website where they are informed to go and update changes or if they choose to at any timeThank you
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  • Profile Image
    bendorvillage
    Answered on August 18, 2018 at 06:43 AM

    This is the response from my boss
    Under fingerprints you have those tick boxes which is already pre-populated as per what is on record that should not be able to be adjusted. (which at the moment you can tick)  If the person wants to make a change it should have another caption underneath to say say UPDATE or EDIT once that is clicked then you can untick or tick additional days , otherwise the no changes caption should be set on default (so you can just view) that way if someone does click on update you will be aware of the changes made. (to be fair the fingerprint is the most important as this is the one that we penalize people for by giving them a fine, if someone's cell number has changed etc etc it is important that you are notified but it does not result in a fine being imposed.
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  • Profile Image
    bendorvillage
    Answered on August 18, 2018 at 06:43 AM

    https://form.myjotform.com/82282039718562See the days as my previous
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  • Profile Image
    Victoria_K
    Answered on August 18, 2018 at 11:22 AM

    Hello,

    Unfortunately, I am not sure if I still can understand the task in full. But, there is an option to disable the fields (checkboxes) for the case when submission is edited.

    Here are some guides:

    How-to-Enable-Disable-Fields-Using-Conditional-Logic

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