How to create a workflow in my Form?

  • Profile Image
    chemabazan
    Asked on March 15, 2019 at 09:01 AM

    Hi! We would like to use Jotforms for our employees to sign their job contracts. For us, this process has two steps: the HHRR manager fills in the job detail fields, and then it is sent to the employee for filling in additional fields and adding their signature.

    How can we accomplish this with Jotform? Right now, it looks like all the form fields must be filled in just one go... Thanks for the quick answer!

  • Profile Image
    Richie_P
    Answered on March 15, 2019 at 10:08 AM

    You may create your own workflow with JotForm.

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

    You would be using conditions and notifications to create the workflow.

    Please give it a try and let us know if you have further questions.


  • Profile Image
    chemabazan
    Answered on March 15, 2019 at 10:43 AM
    Hi Richie,
    That would work for signatures approval only… What we need is half of the form fields to be filled by the project manager and the second half of the fields to be filled by the recipient, while the first half is read only so they cannot modify what the project manager wrote...
    Any ideas?
    Chema Bazán
    Director General | Managing Director
    chema.bazan@lucentumdigital.com
    chema.bazan@lucentumproductions.com
    Roselló 18 - 03010 Alicante
    Tel +34 966 141 800
    Cell: +34 659 508 430
    http://www.lucentumdigital.com
    http://www.lucentumproductions.com
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  • Profile Image
    Richie_P
    Answered on March 15, 2019 at 12:13 PM

    Yes, we can create such form. We can use the edit submission , redirect condition and use the get page URL widget to trigger conditions.

    Here are the steps,

    1.) 1st Create your form with the email address field for your recipient and add page break for the recipient form part.

    2.) Add the get page URL widget and use conditions to HIDE/SHOW fields.

    To HIDE the Fields for the recipient: With this example, I have used Does not Contain condition to hide the field without the word "/edit" in the Form URL.

    To Show,

    3.) We add an edit link to the autoresponder email, this will let the Form user edit the submission.

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

    Sample Form:https://form.jotform.me/90734399794475

    Please give it a try and let us know if this fits your requirements.