Approval Process Workflow

  • amanda.poland
    Asked on July 15, 2019 at 3:30 PM
  • zuritapia
    Replied on July 15, 2019 at 4:17 PM

    Hi Amanda!

    It looks like your query was empty and I am unable to figure out what you need assistance on. Can you please provide us with more details on what you need help with? 

  • amanda.poland
    Replied on July 18, 2019 at 12:17 PM

    My answer got deleted when I clicked submit. I'm basically looking for a step-by-step of how to set up a form like this:

    - The 1st person fills out the form and clicks "submit"

    - That submission goes directly to their boss who can review and edit the form

    - When the boss clicks "Submit" I want those final answers to come to me. I would also like the 1st person to get a notification that everything is complete


    Is there a way to do this? I looked at the "A General Approach on Building an Approval Process Workflow", but it gives so many different re-directs that I couldn't figure it out.

  • zuritapia
    Replied on July 18, 2019 at 1:46 PM

    Thank you for getting back to us! Now I am able to see your query, there is a way to set up the workflow. I understand the guideline for a general approach was a bit confusing, however, I have pulled up another link in which I think will be more helpful.

    https://www.jotform.com/blog/how-to-create-an-approval-workflow-for-jotform/

  • amanda.poland
    Replied on July 18, 2019 at 2:47 PM

    Awesome, thanks!

  • zuritapia
    Replied on July 18, 2019 at 2:50 PM

    Not a problem! If you have further questions or concerns about the WorkFlow please do not hesitate to reach out to us via this thread.