Form approval workflow is not working.

  • HoodField
    Asked on November 20, 2018 at 3:35 PM

    Hello!

    I have several forms that successfully use the Save and Resume feature, but I cannot get it to work on my End-of-Semester peer Evaluation form. The "student" role starts the form, then it gets routed to the "field instructor." The "field instructor" is able to see the student's content, but then the information they enter/click is not being saved. It's a long form, and it's important for field instructors to be able to go back in and revise later before they submit. I have it set up the same way as our other forms (see description below), but it's not working. I look forward to hearing from someone about this.

    Description of set-up:

    "Student" fills out a starter form: https://www.jotform.com/HoodField/getting-started

    "Student fills out Evaluation form:  https://form.jotform.com/81076540745155 and selects "Submit to Field Instructor."

    Evaluation form is built with several Back/Next buttons for "saving." (This is the part that does not appear to be working).

    "Field instructor" receives an Autoresponder email email that includes {edit_link} so they can go in and review/edit the document. 

  • David JotForm Support Manager
    Replied on November 20, 2018 at 6:38 PM

    The starter form is correctly setup. The issue is in this form https://form.jotform.com/81076540745155, you are using autoresponders that are not even assigned to a form field:

    1542756667missingfields Screenshot 10

    The condition you have setup will not work, because that field is filled through the edit URL:

    1542756918notgointowork Screenshot 21

    For it to work, it needs to know if the form is being edited. So, we would recommend you to apply the following workaround in that form

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Let us know if you need more help.