How to hide fields from other approvers in a three step approval process

  • Rudolphcc
    Asked on February 26, 2020 at 3:33 PM

    I have a three-step workflow I am trying to implement. 

    Trainer signs and submits through an autoresponder to a manager. Get URL widget is used to unhide Manager and Director signature and approval fields.

    The manager responds (approved/denied dropdown). and autoresponder acts if it is denied, and if approved, the autoresponder sends it to the director. 

    My question is, how do I keep the director's signature, date, and approval dropdown box inaccessible to the manager while they are doing their portion. 



  • Kevin Support Team Lead
    Replied on February 26, 2020 at 8:14 PM

    I would recommend you to edit the link that is sent to the director and include a parameter, it could be "?director=true", this can be added at the end of the URL. 

    Then set up a condition, if Get Page URL contains "director=true" then hide the fields you do not want this user to view. The same logic can be implemented if you want to hide the fields for other users too. 

    Kindly give it a try and let us know if you have questions. 

  • Rudolphcc
    Replied on February 27, 2020 at 11:51 AM

    How would I go about editing the URL for the manager to director step?

  • Kevin Support Team Lead
    Replied on February 27, 2020 at 1:03 PM

    I assume you're sending them an email with the edit link, you would only need to edit the email template that is sent to the director and edit the link there. You can find the emails under the settings tab while editing your form on the form builder. 


  • Rudolphcc
    Replied on February 27, 2020 at 3:22 PM

    Am I missing something with the syntax? Now when I test it, the edit link does not go through.1582834883Untitled picture Screenshot 10


  • Kevin Support Team Lead
    Replied on February 27, 2020 at 4:44 PM

    Try adding the edit link like this "www.jotform.com/edit/{id}?manager=true" and make sure the condition is configured too. 

    Kindly give it a try and let us know how it goes. 

  • Rudolphcc
    Replied on February 27, 2020 at 5:06 PM

    No luck. Anything other than the edit link tag causes a 404 error or a dead link.

  • Kevin Support Team Lead
    Replied on February 27, 2020 at 6:28 PM

    Checking the email logs it seems like the link redirects to this: https://form.jotform.com/ddit/200576223225144?manager=true

    Which is incorrect, please edit the text as well as the hyperlink and make sure "edit" is used. Also, it seems like you're using the form ID instead of the variable that includes the submission ID which is {id}, kindly check and make sure to use the link as suggested above. 

    Let us know how it goes. 

  • Rudolphcc
    Replied on February 28, 2020 at 10:20 AM

    Yay! works!

  • Rudolphcc
    Replied on February 28, 2020 at 12:36 PM

    I've now been about to change those links. Now I have step 1 (trainer to manager) working. The secons setep relies on an email and condition tied to if the URL has "approved" in it. Right now this email will not fire. 

    https://form.jotform.com/200576223225144

    Thoughts?

  • John Support Team Lead
    Replied on February 28, 2020 at 3:52 PM

    I think the link should be like this:

    https://www.jotform.com/edit/{id}?director=true&jumpToPage=7

    and not like this:

    https://form.jotform.com/edit/200576223225144?director=true?jumptopage=7

    Here's an example:

    https://www.jotform.com/edit/4587285982977312425?director=true&jumpToPage=7

    The number highlighted in the URL is a submission ID which is represented by the {id} in the URL format I provided above.

    Please try that and let us know how it goes.