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JessyKwanAsked on March 26, 2020 at 12:45 AM
Hi, may i know is there any way to work as following:
I (first person) need to fill up the section 1 information and send to second party.
After second party reviewed the information, he will need to fill in the section 2 information and send back to the first person.May i know how it can be worked?
Thank you.
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Ahmet JotForm DeveloperReplied on March 26, 2020 at 4:57 AM
Hi,
You can prepare the approval workflow by following a few very simple logical steps.
I prepared a form for you to preview it. You can clone and check it.
The key widget here is the "Get Form Page URL" widget. In the form picture below, the last field is the "Get Form Page URL" widget. This widget holds the address (URL) information currently in the address bar of the browser. We will use this information to redirect notification and autoresponder emails and changing the visibility or editability fields of the secondary user.
After prepared form fields you should add notification and autoresponder for mailing when editing section 2.
The important step is editing the Notification 1. Because when the first user filled the form, a mail includes edition link should go to do secondary user. You should add edit link to email content using the Form Fields section.
Then you should add conditions for redirection. If you want to enable section two for only the second user you can use the second condition. The first condition will send new emails to target email address.
After all mail settings are ready, when a form submitted it looks like as below.
If you want more details about Approval Workflows you can check this document. I hope I could help you. Do not hesitate to write to us if you need further assistance.
Regards.