Trying to create a form with multiple approvals

  • lrs13726
    Asked on August 20, 2019 at 4:44 PM

    i am trying to create a form that will have several approval levels.  Each form submitted would have different approvals.

    Example: A mother submits the form to have her child released from one team and go to another team.  She has to supply the coaches email for both  the releasing coach and the receiving coach.  All three have to approve/sign the form and then if everything is correct we would approve it. 

    How would this be set up when you will always have different email addresses?

    Thanks,

    Lisa

  • Mike
    Replied on August 20, 2019 at 5:58 PM

    This is possible to send the emails to the different recipients based on conditional logic. Please take a look at the next guide to get an idea on this:

    A General Approach on Building an Approval Process Workflow

    If you have any follow up questions, please let us know.

  • lrs13726
    Replied on August 20, 2019 at 6:12 PM

    I have looked at that, the issue I have is each form submitted would go to what ever "Releasing Coach" and "Receiving Coach" email that was listed on the form.  They all will be different.

  • AshtonP
    Replied on August 20, 2019 at 8:09 PM

    I have reviewed your form and the autoresponders that will be sent conditionally. As fast as I can see they should be sent to correct recipients when the emails are triggered. 

    You probably need to use the following to make your form more accurate : 

    1. Hide Coach Signature fields on the form so they are not visible when parents fill the form. You can show them on the form when the form is being edited by the respective coaches.

    2. Get page URL widget: Use this widget so you can trigger your conditions when the form is being edited.

    3. Add conditional logic to make you form more effective. E.g. Only show fields that are relevant to each user. 

    Useful Guides :  

    https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    Please let us know if you have any questions on this.