Creating a two-part approval form.

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    greg.markins
    Asked on February 09, 2021 at 09:51 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:

    1. Registrant fills out form which includes email address of the two people necessary to approve hers/his registration.
    2. Registrant submits form.
    3. Form goes to approval #1 (via email) for e-signature and submits.
    4. Upon approval #1's e-signature and submission, form goes to approval #2 for e-signature and submits.
    5. Form returns to originator.
  • Profile Image
    KrisLei
    Answered on February 09, 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.