Workflow Approval Multi-Step with additional information required

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    GoodsonJennifer
    Asked on May 26, 2021 at 02:57 PM

    Hi,

    I need an approval flow that starts with Person A (original submission)>Person B for approval>Once approved send to Person C to insert additional information on the form that is the original submission>Once information is entered send to Person D for record-keeping.

    Can I do that with the Approval Flows?

    Thank you,

    Jen

  • Profile Image
    Alexander_G
    Answered on May 26, 2021 at 07:18 PM

    Greetings, Jen

    Thanks for contacting us. I am really glad to help you today! 😊


    As I understood you correctly, you can check this scheme I made for you:

    1622070669_60aed58d0ec87_

    To add some comments to the form - you can add an Email element between Person B and C to allow Person C to edit the form before approval.


    Also, you will need to open Email's settings and add the "Edit" link to the email:

    1622071002_60aed6da55159_

    Please, try this variant and do not hesitate to contact us, if you have any further questions.


    Related guide:

    👉 How to Create Multistep Approvals in Jotform Approvals


    Thanks,

    Alex

  • Profile Image
    GoodsonJennifer
    Answered on May 27, 2021 at 12:36 PM

    THANK YOU! This worked beautifully! I was missing the edit link portion. Once again, you guys saved the day.