Trigger Aritable when the second person approved the Jotform

  • cdkennedy
    Asked on June 17, 2019 at 9:06 AM

    Hi folks

    I am trying to set up a workflow that gets triggered once a manager marks a form as approved.

    I have two hidden fields on the form for approvals.

    Manager #1 marks a form as "Approved" from a dropdown

    That sends an email to the Manager #2

    Once Manager #2 marks the form approved, it sends an email to Manager #1 and the person who submitted the form to say it is approved.

    At that point I'd like to have the contents of the whole form send to Airtable.

    I'm able to map to airtable, but unable to trigger it based on the condition of Manager #2's approval.

    Does this make sense?

    Craig

  • Alan_D
    Replied on June 17, 2019 at 9:49 AM

    The form sends all values to Airtable right after the form submission. In your case, the form is sending all values to Air Table when the user submitted the form. 
    You can try this workaround to achieve your goal. Basically, we will clone your current form and place this clone's link into the notification email content which is sent to Manager #2. Also, we will pass all values from the first form to the second one with this link. You should integrate your second form with Airtable. When Manager #2 submits the second form, all values will pass to Airtable. Please let us know if this workaround will help you to achieve your goal. We can make a sample for you.

  • cdkennedy
    Replied on June 17, 2019 at 10:01 AM

    That sounds great! yes-could you help with a sample?

  • Alan_D
    Replied on June 17, 2019 at 11:16 AM

    Please look at these steps.
    1. Clone your form. 
    Guide: How-to-Clone-an-Existing-Form-from-Your-Account
    2. Now we have these forms. I assume the first one is Part A, the second one is Part B(Clone).
    Trigger Aritable when the second person approved the Jotform Image 103. a. Open the form B and mark all fields unrequired. Trigger Aritable when the second person approved the Jotform Image 21
    b. Show the field "VPI/SRC Approval Status". Trigger Aritable when the second person approved the Jotform Image 32c. Integrate with Airtable. 
    4. Open your form A, and change Manager #2's notification email. We will pass the values from part A to part B via the link below. Trigger Aritable when the second person approved the Jotform Image 43Please insert this URL into this notification email. This URL is passing the values from A to B. 

    https://form.jotform.com/XXXXXXXXXXXXXX?&societyType3={societyType3}&pleaseSelect={pleaseSelect}&pleaseSelect10={pleaseSelect10}&haveYou62={haveYou62}&whichFaculty63={whichFaculty63}&societyName={societyName}&areYou={areYou}&haveYou={haveYou}&pleaseOutline={pleaseOutline}&doesYour={doesYour}&pleaseDescribe13={pleaseDescribe13}&doesYour15={doesYour15}&pleaseDescribe={pleaseDescribe}&primaryContact={primaryContact}&primaryContact18={primaryContact18}&primaryContact19={primaryContact19}&executive121={executive121}&executive171={executive171}&executive1={executive1}&executive2={executive2}&executive272={executive272}&executive225={executive225}&executive3={executive3}&executive373={executive373}&executive326={executive326}&societyMailing={societyMailing}&doesThis={doesThis}&doesYour30={doesYour30}&doYou31={doYou31}&areThese={areThese}&whatIs={whatIs}&areThe={areThe}&doesYour35={doesYour35}&howMuch={howMuch}&doesYour37={doesYour37}&isThis={isThis}&doesYour39={doesYour39}&doesYour41={doesYour41}&doesYour68={doesYour68}&pleaseBe70={pleaseBe70}&weAre={weAre}&haveYou61={haveYou61}&haveYou46={haveYou46}&societyWebsite={societyWebsite}&thisSociety={thisSociety}&asAn50={asAn50}&asAn={asAn}&asAn52={asAn52}&asAn53={asAn53}&asAn54={asAn54}&mscApproval={mscApproval}&vpisrcApproval={vpisrcApproval}

    Form B's ID. 
    Trigger Aritable when the second person approved the Jotform Image 54Trigger Aritable when the second person approved the Jotform Image 65

    After the user submitted the form, your first manager approves the form by editing. After this first approvement, the second manager will receive the email which includes the second form's URL.

    Please try this workaround and contact us if you have any questions.