How to create an approval form with payment?

  • Profile Image
    Massimo Gazzola 
    Asked on June 01, 2020 at 07:37 AM


    I'm looking for a contact form including the following features :

    1 - Customer send a booking enquiry

    2 - The Admin can Approve or Refuse the booking enquiry

    3 - If approves : the customer receive a link to complete its payment

    Could you tell me if your form includes such king of features ?

    Thank you

  • Profile Image
    Answered on June 01, 2020 at 09:43 AM

    Greetings and thank you for your message.

    To achieve this, you would need to use two forms. One form would have the general information, and the second one will have the information related to the payment.

    You would need to add the Get Form Page URL widget to your form and check if the form is currently being edited. If it does, you can show fields for approving the application. If the application is approved, you can use conditional logic to send an additional email with the link to the second form. 

    There is a general workflow instruction that has detailed instructions on how to achieve what you need. You can click here to read it. 

    You are able to transfer the data from one form to another if there is a need for it. You can click here to see how to transfer the data from one form to another.

    Please let us know if there is anything else we can help you with.