Creating 2 versions of forms upon submission

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    Asked on June 12, 2020 at 03:28 PM

    My goal is that when someone submits this form:

    It sends me one copy that I can review for approval and completion of the approval section, and ANOTHER copy that I can edit completely independently.  

    Context:  I am a general contractor.  If a carpenter submits this job proposal form to me, I will let them know if the job is approved or denied. However, I want to take their submission, edit the pricing, job number, etc and send to the end client with my branding and pricing with markups included.  If my client approves my bid, I will then go back and approve the carpenters bid to me.  To do this, I think I would need the original form to submit 2 independent copies of the Job Proposal so I can edit one and send off to my client and then go to the other one and approve later.

    I hope this makes sense!

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    Answered on June 12, 2020 at 06:08 PM

    Based on the information that you have provided, what you will be needing to follow to meet your requirements is the instructions in this guide — A-General-Approach-on-Building-an-Approval-Process-Workflow

    Initially, the form will be submitted by a carpenter. At this point, an email will only be sent to you so you can update the submission that was submitted. Then, after you update the content of the submission and submit the form, an email will be sent to your client so he can view the content of the proposal. The email sent to your clients will also contain the edit link to the form. In your form accessed through the edit link, an "approved/denied" field will appear that your client will fill out and submit back to you. Once you receive it, you will edit the form again, fill in the approved/denied field meant for you to fill in as the general contractor, and submit the form. The carpenter who initially submits the form will receive an email form that submission which will have all the information about the proposal that has been approved or denied.