Approval Flow : option to include submission PDF attachment in the Email

  • tpvpa
    Asked on May 22, 2021 at 12:25 PM
  • jonathan
    Replied on May 22, 2021 at 7:01 PM

    Hi,

    It will help us provide you with the accurate response and suggestions if you provide more information on what you need.

    For now, I can only assume that you were probably looking for the feature on how to attach the form submission data as PDF attachment.

    There is option to include the form submission data as PDF Attachment in the form Email.

    User guide : How to Include Submissions as PDF Attachment in the Email

    Please let us know if you need further assistance.

  • tpvpa
    Replied on May 22, 2021 at 8:44 PM
    No, an option to be able to add PDF file attachment created with Jotform in
    Emails created in APPROVAL FLOWS section.
    ...
  • jonathan
    Replied on May 22, 2021 at 9:31 PM

    Thank you for the clarification about the feature you were looking for. As of now, the option to attach submission PDF in the Approval Flows Email is not available.

    What is available instead is to include file attachment. You can customize the Email template of the Approval Flow and attach an external file to the email message.

    Example:

    1621733239 60a9af777646a zzz 2021 05 23 Screenshot 10

    I think this is by designed, because you can actually do it already in the regular Emails of the form.

    Ex:

    1621733343 60a9afdf8f3d5 zzz 2021 05 23 Screenshot 21

    https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications

    I will use this ticket to submit a feature request to our development team if its possible to have option to attach the submission PDF document in the Approval Flows also.

    We will announce and notify you here and in your email for any news/updates on the status of this.




  • Kennebec
    Replied on June 1, 2021 at 11:16 AM

    I would like to add this as a request.

    In fact, I would go so far as to say the current set-up is exactly backwards to how it should be.

    What's the point of the approval form if they receive their document before it's been approved? We need to withhold the document until we approve it. Disappointing set-up.

  • tpvpa
    Replied on June 1, 2021 at 11:22 AM

    An option to add pdf after approving would be great.

  • John Support Team Lead
    Replied on June 1, 2021 at 1:14 PM

    Thank you for your feedback @Kennebec!

    @tpvpa - I have added it to the feature request. Though we cannot provide an ETA, you shall be notified here as soon as it gets implemented in the future.

  • Kennebec
    Replied on June 1, 2021 at 2:21 PM

    Thank you. This is a great product/service.

    BTW, I was able to achieve what I wanted using this workflow:

    https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    It's just a bit involved.

  • jonathan
    Replied on June 1, 2021 at 5:58 PM

    @Kennebec

    Thank you for sharing this information. Indeed using that long method should work as well.

    You just need to put more time to it.

    We have a feature request attached to this ticket already. We cannot provide any time frame as to when it will be available, but we will announce and notify via Email for any news/updates on the status.


  • nyruralschools
    Replied on July 9, 2021 at 5:17 PM

    PDF attachments from within Jot Form and additional attachments are NOT working for approval flows. Please address ASAP.
  • Sonnyfer JotForm Support
    Replied on July 9, 2021 at 7:54 PM

    Hello @nyruralschools - Let me address your concern on the following ticket link to avoid confusion. https://www.jotform.com/answers/3212292