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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    How do I create an approval type form?

    Asked by Eric Saunders on September 12, 2013 at 01:44 PM

    I am looking at JotForm to see if it can help in my office.  I am needing some form buildiner that will allow the Initial User (A) to enter data which would then go to user B to apporove or deny, to then go to user C to approve or deny with an approval or denial message going back to previous users.

    For Example: Day off Request-It should go form the worker to the supervisor and I would like the supervisor to be able to approve or deny it with a response sent back to the worker.

    Thanks,

    create JotForm office message
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    Answered by EliezerN on September 12, 2013 at 03:33 PM

    Thanks for contacting us.

    First of all, let me suggest you to create a free account to store your form and its data, otherwise you run the risk to loose the access to your form. After creating your new account contact us in a new thread requesting us to transfere your form to the new account.

    Now, in regards to your question, you can accomplish what you need by applying condtional logics (Send Email submission).

    However, I will make an example form for you and will get back to you once I have finished my form and will give you an step by step guide to know how to accomplish what you need.

    thanks

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    Answered by EliezerN on September 12, 2013 at 04:58 PM

    I have finished my example form and this is the guide how you can accomplish what you need: 

    1. First, after the submit button add a Form collapse, Radio Button field and a Text Area field to let the supervisor to enter his message.

    2. Create two Notification Emails. One will be sent to the supervisor and the another will be sent to the worker when the supervisor approves/denies the request.

    A- In the first one add the Edit Link to let the supervisor edit the form to approve/deny the request.

    B- With the second one you will create the condition to send this email to the worker to let him know if the supervisor's approved/denied the request.

    Follow these steps to create the condition: 

    1. Go to Setup and Embed tab in the toolbar.

    2. Select Conditions.

    3. Choose Send an email after submission and click on Next button.

    4. Setup the condition in this way: 

    Finally save your form and test it.

    Here is my form: https://www.jotform.com/form/32545968641969 you can clone it if you think it would be helpful for you.

    I hope this helps, but if you need further assistance, don't hesitate to contact us.

    Thanks for using Jotform

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    Answered by karimido on September 07, 2014 at 07:05 AM

    Hi Jotform Team,

    I'm trying to make this type of form but i can't find how to make the "Send to the Worker" button.

    You don't describe how to make this last button to send the approval to the worker.

    Can you please explain me ?

     

    Thanks

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    JotForm Support

    Answered by BDAVID on September 07, 2014 at 01:04 PM

    @karimido, your concern will be addressed in another thread to assist you better, since this is an old one.

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    Answered by jltampa on November 19, 2014 at 05:32 PM

    I was trying to clone this form...but it says that it's invalid

     

    Here is my form: http://www.jotform.com/form/32545968641969 you can clone it if you think it would be helpful for you.

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    JotForm Support

    Answered by Charlie on November 19, 2014 at 06:27 PM

    Hi @jltampa,

    This thread is actually dated back 2013, so to further assist you, I've created a separate thread regarding your concern. Please refer to this link: http://www.jotform.com/answers/461784 

    Thanks.

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    Answered by intranetteam on January 20, 2015 at 09:56 PM

    This works ok. But I have one question. Since the approval part is merely hidden on the form what stops the submitter from approving there own form. Is there some way this can been hidden or only shown to the person that approves the submission?

    Cheers

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    JotForm Support

    Answered by jonathan on January 21, 2015 at 05:10 AM

    @ intranetteam

    Hi,

    I created a new thread regarding your inquiry here http://www.jotform.com/answers/500138

    We will attend to it separate.

    Thanks.

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    Answered by ReachMaine on April 02, 2015 at 03:29 AM

    Interesting...can the "approver" make edits to the form before submission?

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    JotForm Support

    Answered by Charlie on April 02, 2015 at 09:07 AM

    @ReachMaine,

    That would depend if the approver has the edit link submission. This is quite an old thread, to better assist our users, we advise them to create their own thread using this link: http://www.jotform.com/contact/.

    Kind regards.

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    Answered by brentkhrefresh on December 31, 2015 at 02:31 PM

    Need help please. Still have problems - creating 'conditions' and also sending an email to

    1) worker

    2) 'Supervisors'

    Can the same request be sent to more than one 'supervisor' at the same time?

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    JotForm Support

    Answered by david on December 31, 2015 at 05:56 PM

    When setting up your conditions, use the "+" button on the right hand side to add more addresses: