I want to collect info from a form to be used in an approval process

  • Form_TechFair
    Asked on December 8, 2019 at 2:13 PM

    Users will receive a link to register via a form. After they successfully use the form to register for an event, they will at a later date receive a link to an evaluation form. That evaluation form would then be routed for approval. once approved the the requestor would get a completion document. However, because the evaluation should be anonymous, I can't ask for an email address in the evaluation form. However, their email address would be in the initial registration form. Is there a way I can use this to email address in the evaluation form that is sent, but the user doesn't see it, and then I can use it for workflow

  • Mike_G JotForm Support
    Replied on December 8, 2019 at 3:23 PM

    You can include an email parameter in the Evaluation Form link that will be sent to your respondents at a later date after they filled in the Registration Form. The email address of your respondents, which will be coming from the initial Registration Form, will be the value of the email parameter.

    When they access the link to the Evaluation Form with the email parameter, it will prepopulate a hidden Email field on the Evaluation Form.

    The guides below will help you create the link with the URL parameter that will be sent to your respondents via an email autoresponder after they submit the initial Registration Form.

    http://www.jotform.com/help/71-Prepopulating-fields-to-your-JotForm-via-URL-parameters

    https://www.jotform.com/help/351-How-to-Automatically-Pass-Form-Data-to-Another-Form

    You may also find the guide below helpful in setting up the email autoresponder for your respondents.

    https://www.jotform.com/help/26-Setting-Up-an-Autoresponder-Email

    https://www.jotform.com/help/430-How-to-Edit-the-Email-Template-for-Notifications-and-Autoresponders

    Feel free to let us know if you need any further assistance.

  • Form_TechFair
    Replied on December 9, 2019 at 12:50 PM
    Do you have a template that is using these features that I can take a look at?
    Juanita McWilliams
    Manager of Information Systems
    Prairie-Hills Elementary School District 144
    3015 West 163rd Street
    Markham, IL 60428
    Office: 708-331-4453
    Mobile: 708-417-1548
    Fax: 708-210-9243
    email:jmcwilliams@phsd144.net
    website:www.phsd144.net
    ________________________________
    ...
  • jonathan
    Replied on December 9, 2019 at 4:26 PM

    Please take a look on this demo form https://form.jotform.com/53485399420160

    You can clone the form using its URL so that you can proper review how it was done in your own Form Builder.

    It was from a similar discussion thread here 

    https://www.jotform.com/answers/726005-How-to-have-Approval-Workflow-Form

    I hope this help. Let us know if you need further assistance.