How submissions can be approved?

  • Profile Image
    MargaretKay
    Asked on May 11, 2019 at 06:15 AM

    Hi,

    I have created 2 forms, leave request form and travel itinerary request form. 

    Applicant sends application to MD for approval if any application.  Once the applicant sent the form, HR gets a notification.

    my questons are:

    1. How can the MD approve the applicaiton. Is there a two respond for these forms?

    2. will the applicant receive a respond from the MD that his/her leave is approved.

    3. once MD approved the application, will HR gets a notification?

     

    https://www.jotform.com/build/91253131973455

    https://www.jotform.com/build/91222646659463

  • Profile Image
    Victoria_K
    Answered on May 11, 2019 at 12:10 PM

    We have a guide to set up approval flow on forms, please review it here: A-General-Approach-on-Building-an-Approval-Process-Workflow

    Shortly, you can add a filed to form to hold approval status. That field can be shown only when MD is reviewing an application conditionally. Then, if approved or denied, another email can be sent out (or several ones).

    Here are the guides to set this up: 

    How-to-Show-or-Hide-Fields-on-Edit-URL

    How-to-Send-Email-Based-on-User-s-Answer

    If you need specific emails to be sent out when submission is edited (for approval), then please also make sure that 'Send On Edit' is enabled: 

    We will be glad to assist if you need more help, just let us know.