Approval workflow - Request more information feature

  • jcollins5
    Asked on May 19, 2021 at 6:12 PM

    I have a simple workflow that is working. However, if an approver requests more information from the person who submits the form a couple things need to happen.

    1) That person should submit the form and ideally have a checkbox at the end that says they have completed the change.

    2) The approver should get a new email letting them know the edit was made.

    How do I accomplish this checkbox not showing up originally, but only upon editing and how do I trigger an email from that?

  • Jovanne JotForm Support
    Replied on May 19, 2021 at 9:05 PM

    Hi, thank you for contacting support.

    Please allow me some time to conduct some test, and I will get back to as soon as I have more information.

    Thank you.

  • Jovanne JotForm Support
    Replied on May 19, 2021 at 9:24 PM

    Hi,

    Please refer to the steps outlined below:

    1. You can add the checkbox and set it to hidden.

      1621472854 60a5b656c0b2e  Screenshot 10
    2. Add the Get Page URL widget to check if the submission is edited.

      1621473443 60a5b8a330927  Screenshot 21
    3. Create a new Notification email for the approver to know that the edit was made.
      GUIDE: setting-up-email-notifications

    4. Create a condition that triggers to send the email once the edit has been made.

      GUIDE:how-to-send-email-based-on-users-answer

      1621473829 60a5ba254b1df  Screenshot 32

    Related Guide: a-general-approach-on-building-an-approval-process-workflow

    Please check and let us know if you need further assistance.


  • jcollins5
    Replied on May 20, 2021 at 9:22 AM

    Great thank you, I think that will work great!