Agreement sign workflow process

  • MuhammadUmair016
    Asked on May 15, 2021 at 5:58 PM

    Hi

    i want to create an agreement sign workflow like

    1. I will enter all the detail in the form. and press submit
    2. An email is generated which should go to the user email which I have entered in the form and notification to me as I am the owner of the account
    3. The user should receive an edit link in the mail where he can click on the link and again go to the form. then sign the agreement and then again submit
    4. This time again owner and user should receive an email that contains a copy of the submission in pdf format.

    Does that something possible?

    Any workaround. Please any solution


    Form Link

    https://form.jotform.com/211313680989462

    Please put the question in private

    Thanks

  • Sonnyfer JotForm Support
    Replied on May 15, 2021 at 7:58 PM

    Hello - Yes, that's definitely possible using our newest feature, Approval Flows.

    Guide: How-to-create-an-approval-flow-in-jotform

    Please give it a try and let us know if you encounter difficulties along the way. We'll be happy to help!

  • MuhammadUmair016
    Replied on May 15, 2021 at 8:38 PM

    Hi

    Thanks for your reply

    Actually i am not able to figure out how to use it for my scenario

    Can you make it for my work scenario?

    Thanks

  • Patrick_R
    Replied on May 15, 2021 at 11:29 PM

    Hello Muhammad! Following is how you can achieve this:

    1. Create an autoresponder for your form and save it.

    2. In your autoresponder email template settings; enable "Send on Edit".

    1621135597 60a090ed32874 The Easiest Onl Screenshot 10

    3. In your autoresponder email template settings, enable "PDF Attachment".

    1621135626 60a0910a0d719 The Easiest Onl Screenshot 21

    4. In your autoresponder email template, embed the "edit submission" link.

    1621135654 60a091265d1cb The Easiest Onl Screenshot 32

    Reference: how-to-edit-the-email-template-for-notifications-and-autoresponders

    5. Add the recipient email address field to the autoresponder email.

    1621135685 60a09145efbc8 The Easiest Onl Screenshot 43

    6. In your notification email template settings, enable "PDF Attachment".

    1621135714 60a09162ba06f The Easiest Ons Screenshot 54

    This is the complete setup. Please set it up like such; if you come across any issues or have any questions, let us know.

    Thank you!

  • MuhammadUmair016
    Replied on May 16, 2021 at 7:38 AM

    Ok thanks for your effort and I really appreciate them.


    But actually, I am actually trying to create a workflow. Please if you read my first message. It will represent all my queries.


    I need help regarding workflow approval

  • Carlos_C
    Replied on May 16, 2021 at 12:14 PM

    Hello There!

    Thank you for your message.

    At the moment we don't have a customs form creation service, but you can try the following article https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    You can also try with the new Approval Flow tool:

    https://www.jotform.com/workflow/211346562258456/build

    Regards.