Approval Workflow: I am looking to send this form to 10 stores.

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    Asked on January 21, 2021 at 11:58 AM

    I am looking to send this form to 10 stores. The service consultants in each store will be required to complete the form every time they receive a customer CSI survey that is not up to par. They will need to be able to access the form each time they are required to complete a form. There could be from 10 to 20 forms from each of 10 stores every month. All completed forms would be emailed back to me. What is the best way to set this up?

    Please advise.

    This is a re-post of a comment on How to Send a Form via Email

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    Answered on January 21, 2021 at 02:02 PM

    You might need to apply this guide for your scenario. Here's a typical use case to give you an idea how it works:

    1. Customer submits a form.
    2. Manager A receives it via email and reviews the entry.
    3. Manager A confirms and approves it by editing the submission and re-submitting it.
    4. Manager B (or someone else) receives another email after Manager A's approval.
    5. Customer(or Senior manager) receives an email with the update.

    Here are two more articles about it.