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Akshay_CreditAsked on March 20, 2021 at 3:34 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.
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VincentJayReplied on March 20, 2021 at 3:52 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!
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Akshay_CreditReplied on March 31, 2021 at 1:18 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.
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KrisLei Jotform SupportReplied on March 31, 2021 at 7:06 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.