Requiring users to complete forms in sections?

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    SmithFellowships
    Asked on August 21, 2018 at 04:35 PM

    We need to make a form where a user can come and fill out the first section and submit responses. If the responses on Part 1 of the form are approved by our manager, we want to be able to give the submitter a link to move on to Part 2. We want to end up with all of the data from Part 1 and Part 2 together in the same Jotform data set to allow us to create reports based on the answers in the two sections.

    How can we do that?

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    BDAVID
    Answered on August 21, 2018 at 05:39 PM

    This is possible, please check this guide that explains how to create an approval workflow: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Let us know if you need more help, we will be glad to assist you.

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    SmithFellowships
    Answered on August 22, 2018 at 08:49 AM

    Thanks, BDavid. It looks like I will need to build two separate forms and copy over information from one to the other. What we are really hoping for is one cumulative form that is built in stages:

    Responder Completes/Submits Part 1 -->  Manager Reviews/Approves Part 1 --> Manager sends responder to Part 2 --> Responder Completes/Submits Part 2 --> Manager process answers from Parts 1 & 2 and prepares report

    It looks like Jotform cannot easily do that. If I am wrong and you have suggestions, please share them. If you don't have a way to make it happen yet, I'll get inventive with the article you sent me and see if I can jury-rig a way to do it.

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    BDAVID
    Answered on August 22, 2018 at 11:44 AM

    I have created an example following your desired approval workflow, here is my form: https://form.jotform.co/82334703323853 

    You can clone it in your account to test it: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    Make sure to put a different email address when filling the form.

    Basically, this is what I did:

    1) Separated each part of the form with "Page Break" fields, that I hidden through their properties:

    1534951187hidden.png

    2) I added two Single Choice fields to approve or deny part 1 and 2.

    -The first "Single Choice" field is conditioned to show on edit URL only: https://www.jotform.com/help/389-How-to-Show-or-Hide-Fields-on-Edit-URL 

    -The second "Single Choice" field is located in the last page of the form, in order to avoid making it visible for the "responder", who is now submitting second part of the form through edit URL.

    3) Then, I created the following notifications:

    1534951460notifications.png

    Here is what each notification contains:

    a) Part 1 Approval Request: simply the edit link to the submission:

    1534951955editlink.png

    b) Part 1 Approval Notification: a message that ask the user to go to a specific link to complete part 2. This link jumps to the second page of the form directly:

    1534952140jumpto.png

    c) Part 2 Approval Request: this contains a link to check the second part, and a link approve or deny it:

    1534952213links.png

    4) Finally, I created the conditions to trigger each the autoresponder, and notification: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer 

    1534952402conditions_005.png


    Let us know if you need more help.