Appraisal form

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    Steveho
    Asked on June 23, 2020 at 11:00 AM

    Hi

    Is there a way that a form can be produced emailed to the individual who completes the first part of the form prior to their appraisal meeting and then the manager can fill out the remainder of the form when they meet for their appraisal and then the form can be submitted?

     

    Thanks Steve

    PS just recently purchased the software and loving it !!!

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    ashwin_d
    Answered on June 23, 2020 at 12:03 PM

    It seems you want to create approval based workflow form. Yes it is possible to achieve your requirement by taking advantage of a combination of different features like "Edit Link", "Condition" and "Get Form Page URL" widget. 

    You may like to take a look at the following guide which should help you: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Hope this helps.

    Do try it out and get back to us if you have any questions. 

  • Profile Image
    ashwin_d
    Answered on June 23, 2020 at 12:05 PM

    BTW, in workflow based form, the form needs to be submitted in multiple stages. Please note that email alert can only be sent after the form is submitted.