Jotform Approval: Attached PDF filled with the submission data in the email notification

  • Profile Image
    phgros
    Asked on May 07, 2021 at 04:51 AM

    Good morning,

    Here is my form/approval : https://eu.jotform.com/build/211175572965361

    question 1 : Once the form has been validated, I'd like to send a mail "Retrait WO - envoi à FFT" with the PDF with all the filled form data.

    question 2 :

    How can we include a validation step history ? For example, How is it possible to include in the form the "Validation Status" only available in the Table

    question 3 :

    For a multi-level validation process, it is possible to know who has accepted or rejected the form and how to include it in the form ?


    For example I'd like to customize the email "Retrait WO - Envoi à FFT" as follows :

    ---------

    Good morning

    Please find attached the completed "Retrait WO" form.

    Workflow information :

    Submitted on <Submission Date> by <Email JA> ... <<< that is ok

    <Approval Status> ... <<< oops available in the Table linked to the form but not in the form itself

    PDF Attached ... <<< oops I can link the PDF link but not the PDF with all the form data filled.

    ---------

    Thanks for your support

    Ph GROS


  • Profile Image
    Jovanne_A
    Answered on May 07, 2021 at 08:47 AM

    Hi, thank you for contacting support.

    Once the form has been validated, I'd like to send a mail "Retrait WO - envoi à FFT" with the PDF with all the filled form data.

    Unfortunately, our new Approval Feature doesn't support yet with the PDF attachment from the submission.

    I have created a feature request ticket and will be forwarding it to our backend team for possible implementation. Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured, we will inform you via this thread once this feature becomes available.


    Your other questions are moved to a new ticket so we can address them separately to avoid confusion. We will be responding to it via these threads shortly:

    1. https://www.jotform.com/answers/3084894
    2. https://www.jotform.com/answers/3084896

    Thank you.

  • Profile Image
    servetkurt
    Answered on June 18, 2021 at 09:19 AM

    Hi phgros,

    We implemented adding approval status and activity(thread) data PDF. Now you can add approval status or approval thread(activity-who approved, when..) data to PDF and send it as email or download.

    a9Lzg_kANKYtWqezcYSSBWdkkkZOiMKcMdrsh_Un

    If you experience any problems or have any questions about it, please get in touch with us.