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zineb.zitouni94Asked on December 28, 2020 at 3:21 PM
Bonjour,
je veux créer 1 formulaire qui va être rempli par une premiere personne. après remplissage il va le soumettre,
la deuxieme personne a un lien ou elle peut accéder à ce formulaire précédemment rempli (accès en lecture seulement) et il va confirmer le formulaire
Après une troisième personne va acceder via un lien aussi et peut voir le premier formulaire avec la validation de la deuxieme personne et va soumettre le formulaire une soumission finale
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Laura JotForm SupportReplied on December 29, 2020 at 5:13 PM
Hi,
Thank you for contacting us.
If you want to pass the form to a second person for confirmation, I would suggest creating an approval workflow. With an approval workflow you can let your user A fill in the form, then send the form to person B to confirm, and if needed, pass the confirmed form to person C.
Please find more information on the approval workflow here:
General-approach-on-building-an-approval-process-workflow
Or you can also use a 3rd party app to create an approval workflow by using the app Workflow for JotForm or ApprovalDonkey.
Related guides:
Introducing dynamic approvals with Approval Workflow for JotForm
Hopefully this helps. If you have any further questions, please let us know, and we are happy to help you!
Also, if you would like to request support in French, please let us know and we will guide you to our French support.
Best Regards, -
hestia Jotform SupportReplied on April 27, 2021 at 5:03 AM
Hi @metgforms,
Based on your previous question on how to pass a form to be confirmed by different people, we wanted to let you know that JotForm Approval Flows has been launched! Now you can create free approval flows that are connected to your forms without the necessity of third-party applications. We are so happy and excited to welcome you to explore the elements of JotForm Approval Flows and what you can do with them. You can find further information below if you are interested.
Like in all our tools; you can use our drag & drop feature in JotForm Approval Flows while creating your flows and easily complete your flows with a few simple steps.
Moreover, you can create smart and automated flows by adding conditions, send emails based on a result and create a flowchart of the approval system for your forms on JotForm Approval Forms.
You can start exploring now from the Form Builder page of any form you want. Simply click the “APPROVAL FLOWS” section in your Form Settings and click the “Create an approval flow” button:
Here is a simple approval flow example to give you an idea:
If you have multiple people who decide on the approval process, you can automate all your approval process thanks to the multi-step approvals feature. This way, you can minimize time on every approval, reduce costs, save nerves from paperwork and make the approval process more fun and easy.
Please see an example scheme of a multi-step HR Department approval flow below:
If you want to let one or all of the people in your company/organization to approve requests you can add multiple Approval elements in parallel format and use the Merge Branches element and create a “Parallel Approval” easily.
Here’s a basic example of the Parallel Approval:
SHARE YOUR APPROVAL FLOWS
After you completed editing your flows;
You can easily share them with your colleagues in a very easy and similar way like in JotForm Form Builder by simply clicking the “Publish” tab on the Approval Flows page. You can find many different options for sharing your flow in that page:
TRACK YOUR APPROVAL PROCESS
By using JotForm Inbox you can track your approval process in every step and reassign the task to another person if you wish:
EASY TO USE APPROVAL SYSTEM
After a submission is made to the form with an approval flow, the determined approvers in the flow will receive an email and can easily approve, deny and reassign the submissions by simply clicking the buttons on the email. This buttons will lead them to JotForm Inbox where they can complete all the approves they are assigned:
EASILY EDIT OR DISABLE YOUR APPROVAL FLOWS
As in JotForm Form Builder, you can easily edit or disable the approval flows from the SETTINGS tab:
FOR MORE INFORMATION ON JOTFORM APPROVAL FLOWS, you can always visit our related guide pages below:
How to Create an Approval Flow in JotForm
How to Add and Connect Elements in a JotForm Approval Flow
How to Set up a Send Email Element in JotForm Approvals
Thanks for using JotForm!