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jettelmanAsked on March 4, 2020 at 11:15 AM
hello! i am using your "create a form" to directly upload a pdf to create it into an online digital form. so far, so good! I'm looking for this form to be set up in a manner where it is sent to "user 1" (ie. employee) and then once completed by "user 1", sent to "user 2" (ie. manager) to continue completing the form, then i would like the completed submission after both users have submitted input to come back to me. is that a feature that currently exists?
thank you!
Page URL: https://form.jotform.com/200626214111033 -
Kevin Support Team LeadReplied on March 4, 2020 at 2:15 PM
Please kindly refer to this guide for more details about setting up the workflow you want: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow
The steps are for a general approval workflow, but the steps explained there will apply for your purpose too.
If you have questions, let us know.
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jettelmanReplied on March 4, 2020 at 2:50 PM
Do I need a broze, silver or gold account to use this feature?
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Kevin Support Team LeadReplied on March 4, 2020 at 3:57 PM
Yes, you would need at least the bronze plan as this requires multiple recipient email addresses and this feature is limited on free accounts.