-
greg.markinsAsked on February 9, 2021 at 9:51 AM
I'm looking for a way to create a registration form that requires two separate approvals.
Here are the steps I'd like to implement in my form:
- Registrant fills out form which includes email address of the two people necessary to approve hers/his registration.
- Registrant submits form.
- Form goes to approval #1 (via email) for e-signature and submits.
- Upon approval #1's e-signature and submission, form goes to approval #2 for e-signature and submits.
- Form returns to originator.
-
KrisLei Jotform SupportReplied on February 9, 2021 at 11:00 AM
Hello,
1) Registrant fills out form which includes email address of the two people necessary to approve hers/his registration.
Create a notification email that contains the email address of the approver as the email recipient: Send-notifications-to-multiple-recipients
2) Registrant submits form
As soon as the registrant submits the form, the email notifications will be sent to the email recipients.
3) Form goes to approval #1 (via email) for e-signature and submits.
I think this will apply to the answer on item #1.
4) Upon approval #1's e-signature and submission, the form goes to approval #2 for e-signature and submits.
Create a conditional email to change the email recipient; that IF the e-signature is filled, send the email notification to approver#2: How-to-send-email-based-on-users-answer
At the same time, create another condition to show the second e-signature field for approver#2 to fill in: How-to-show-or-hide-fields-base-on-users-answer
5) Form returns to originator.
Create an autoresponder email and associate it with another condition that will only be sent if the 2nd e-signature field is filled: How-to-send-email-based-on-users-answer
You can also refer to this detailed guide to further assist you: A-general-approach-on-building-an-approval-process-workflow.
I hope this helps. Let us know if you need further assistance.