I have created a form and need to add an approval workflow process, whereby the form user enters the approver's email address?

  • KG77
    Asked on August 15, 2019 at 2:28 AM

    I have created a form and need to add an approval workflow process, however I cant seem to find anywhere if this is possible whereby the form user enters an email address for the person to approve their submission, rather than a pre-determined address.

    Basically - I need the form to be completed by the user, then this be sent to an 'approver' of their choice and the form returned after that process to me, the form owner! Thanks you in advance.

  • Victoria_K
    Replied on August 15, 2019 at 6:04 AM

    Hi!

    Yes, it is possible to set up approval workflow on a form. Please take a look through our general guide here: A-General-Approach-on-Building-an-Approval-Process-Workflow

    If you encounter difficulties while setting this up, please get back to us here and we will gladly try to help.

  • KG77
    Replied on August 15, 2019 at 6:43 AM
    Hi
    Thank you - this is the page I used but couldn’t work out if the form user
    can enter the email address of the approver though rather than one
    previously entered? Hope that makes sense! Thanks
    ...
  • Victoria_K
    Replied on August 15, 2019 at 8:49 AM

    You can add another email field for users to enter address:

    I have created a form and need to add an approval workflow process, whereby the form user enters the approvers email address? Image 1 Screenshot 30

    Then, additional autoresponder email can be set up to capture the entered address, here is how:

    Setting-up-an-Autoresponder-Email

    I have created a form and need to add an approval workflow process, whereby the form user enters the approvers email address? Image 2 Screenshot 41

    Can you try this and let us know how it goes for you?

  • KG77
    Replied on August 15, 2019 at 9:43 AM
    I will - thank you so much!
    ...