How do I build an approval workflow?

  • ctpartnerscn
    Asked on February 9, 2020 at 7:57 PM
    Is it possible to edit a form after submission? For example, I want all forms routed for approvals by the Director of Operations and I want the Director to be able to make corrections as may be needed before approving.

    2.  How do I route a form for secondary review and approval before it is saved or submitted?

  • roneet
    Replied on February 9, 2020 at 8:04 PM

    1. Is it possible to edit a form after submission? For example, I want all forms routed for approvals by the Director of Operations and I want the Director to be able to make corrections as may be needed before approving.

    Yes, you would be able to edit the form after submission.

    Guide: https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    2.  How do I route a form for secondary review and approval before it is saved or submitted?

    To create a multi-level approval workflow, you may follow this guide:

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

    Let us know if you have further questions.

    Thanks.

  • ctpartnerscn
    Replied on March 28, 2020 at 8:42 PM

    Awesome! Very helpful..!! Many Thanks.