Looking for assistance with approvals in a form

  • Profile Image
    Worksite
    Asked on April 02, 2019 at 06:37 PM

    I'm looking for some assistance on finalizing our approval inside of this form of ours.

     

    Here is the flow:

    1. person A fills out form and submits

    2. person 2 reviews and edits the content submitted (if necessary) and adds their signature. This then sends the form to person 3.

    3. Person 3 reviews and adds their signature, submits and form goes to person 4.

    4. Person 4 signs off. Form is now complete. 

     

    Right now I was following this how-to for the most part, but am not sure this is the best way. I've spoken with someone at ProcessMaker, they advised me their widget isn't the best for this. 

     

    Let me know if you have any suggestions on how to make this work! Thanks in advance. 

  • Profile Image
    jherwin
    Answered on April 02, 2019 at 09:35 PM

    Actually, this approval process depends only on conditional logic. Please see the guides below that I am giving you, all of them are necessary.

    Guides:

    1.) How to Show or Hide Fields Base on User's Answer
    2.) How to Send Email Based on User's Answer
    3.) Add GET FORM PAGE URL widget to your form: https://widgets.jotform.com/widget/get_form_page_url
    4.) The condition that you will use to detect if the form is in editing mode is "CONTAINS".
    1554254811edit.png

    Here is a brief explanation on how to use them in the workflow approval process.

    For example:

    > The person A fills out the form > Submit the form > Sent to Person 2 (using email condition guide #2)

    > Person 2 will now open the form through email. You'll see that there is "edit" word in the URL. Now, you need to add a condition that will show the fields for signature so Person 2 can sign and send the form to Person 3.

    > Once the form is sent to person 3 > Use hide/show conditional logic to show only fields for Person 3 > Send the form to Person 4

    > Person 4 open the form through email again and then signs off the form.