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MuhammadUmair016Asked on May 15, 2021 at 5:58 PM
Hi
i want to create an agreement sign workflow like
- I will enter all the detail in the form. and press submit
- 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
- 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
- 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
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Sonnyfer JotForm SupportReplied 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!
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MuhammadUmair016Replied 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
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Patrick_RReplied 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".
3. In your autoresponder email template settings, enable "PDF Attachment".
4. In your autoresponder email template, embed the "edit submission" link.
Reference: how-to-edit-the-email-template-for-notifications-and-autoresponders
5. Add the recipient email address field to the autoresponder email.
6. In your notification email template settings, enable "PDF Attachment".
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!
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MuhammadUmair016Replied 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
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Carlos_CReplied 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.