Allow team to update submission

  • Profile Image
    joakimengstrand
    Asked on February 22, 2021 at 05:51 AM

    Hi!

    Im looking for a function for lets say we have an onboarding form for new employee and regarding what the answers in the forms is several actions need to be done. Could this form create action to different departmen that need to take action for a new employee, like finance need to setup payment details and IT needs to create an user account etc?

    I think i have seen this function in an example form, but now i cant find it.


    best regards

    Joakim

  • Profile Image
    Bojan_J
    Answered on February 22, 2021 at 06:07 AM

    Greetings Joakim.

    You can send a Notification email to different departments on your account, so then can fill parts of the form once it's submitted. With any paid plan, you can create as many Notifications as you need. We have instructions for general approval flow, which can benefit you with your needs:
    https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    Let us know if you need any additional assistance.