Workflow

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    Akshay_Credit
    Asked on March 20, 2021 at 03:34 AM

    Hello sir,


    I am looking for a workflow that allow me to use triple signature submission.

    1 person submits the form then Manager_1 verify it and give verified sign, then it go to Manager_2 for sign. and then it is complete submission.

  • Profile Image
    VincentJay
    Answered on March 20, 2021 at 03:52 PM

    Hello,

    This is possible by using an approval form. We created a complete guide that you can follow, please check this page: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    Give it a try and let us know if you need further help. Thank you!

  • Profile Image
    Akshay_Credit
    Answered on March 31, 2021 at 01:18 AM

    Thank you for support. and sorry for the late reply.

    I tried that. But i also need it to be signed by Manager_2.

    and then the workflow complete. Basically I need this form to be signed by all of them, Customer then Manager_1 then Manager_2. after all approval the workflow ends.

  • Profile Image
    KrisLei
    Answered on March 31, 2021 at 07:06 AM

    Hi,

    I tried that. But i also need it to be signed by Manager_2.

    1) You can add another notification email for Manager_2 with the "edit link" as well, -which will only be sent if the signature field for Manager 1 is filled.

    2) Create a condition as shown below:

    IF the signature field for Manager_1 is filled and

    IF the Get Page URL widget contains edit

    -then, if ALL the rules match, the email notification for manager_2 will be sent.

    For reference: How-to-send-email-based-on-users-answer

    I hope this helps. Let us know if it didn't meet your requirements.