Jotform Signatures integrate with approval flow

  • Profile Image
    MWSC
    Asked on June 05, 2021 at 01:12 AM

    Is it possible to integrate approval flow with the signature of the approver?


    As I'm in the process of making Human resources online form for job request by different departments.

  • Profile Image
    Sam_G
    Answered on June 05, 2021 at 06:22 AM

    Hello MWSC,

    Yes, you may integrate the approval workflow with the approver's signature.

    You can find more information from our guide:

    A-general-approach-on-building-an-approval-process-workflow

    Let us know if you have any further questions, and we are happy to help!


  • Profile Image
    MWSC
    Answered on June 25, 2021 at 12:52 AM

    Dear Sam_G,

    How can I add a different approval flow with a signature in each stage using the above-discussed procedure.

  • Profile Image
    Sam_G
    Answered on June 25, 2021 at 04:33 AM

    Hello MWSC,

    It would seem that you intend to accomplish something similar to this workflow: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

    You may have to add another signature field and set it to "Hidden" by default, add a Get Page Url Widget, and use conditional logic to show the field for the 2nd submitter to fill out.

    Please have a look at the guide and let us know if you have any other questions.

    We will be more than happy to guide you on how to set it up.

  • Profile Image
    MWSC
    Answered on June 26, 2021 at 04:17 AM


    Dear Sam_G

    Thank you very much for the tutorial, however, I would be grateful if you could help me in setting up the form, as I previously requested. Below please find the approval flow and how I would like to set up my form.


    Step 1.

    Once someone filled up the form, the Form will be sent for their supervisor approval and signing, till then all the approval stage should be hidden.


    Step 2.

    Once his supervisor approved the form, the Form should be forwarded to HR Department for Rate approval and signing. and HR Department should be able to see the MDs' Approval Section

    Step 3.

    Once the HR Approved the Rate section. The form will be sent for the Managing director's approval and signing. Once the Managing Director approved the form, the Notification will be forwarded to the Applied person and the HR Department.


    Below please find the link for my form.

    https://form.jotform.com/211701005880040


    Thank you very Much for your kind assistance.

    Nazeeh Mohamed


  • Profile Image
    Vanessa_T
    Answered on June 26, 2021 at 08:53 AM

    We highly encourage users to follow the steps provided to get familiar with the builder and be able to make the same steps for future needs.

    What you want can all be done by following this guide:

    A-General-Approach-on-Building-an-Approval-Process-Workflow

    If you need assistance even after following the guide, please explain in detail which exact part of the guide are you having issues, the steps that you've taken and share some screenshots whenever possible.

  • Profile Image
    MWSC
    Answered on June 26, 2021 at 09:44 AM

    Dear Vanessa_T

    I have been trying to do this for since past month. It's very disappointing to know that you guys were unable to rectify the issues of your customers. Will be happy if you guys understood the fact that they will be a different customer who has a different understanding of Jotform. However, u guys keep repeating the same tutorial, however, it doesn't reflect what I actually wanted.

    anyway, thank you very much. Will search for an alternative other than jotforms.



  • Profile Image
    Sam_G
    Answered on June 26, 2021 at 11:59 AM

    Hello MWSC,

    We're sorry for this inconvenience.

    You may check and clone this sample form:

    https://form.jotform.com/211764417675967

    You may also use the new version we have: https://www.jotform.com/products/approvals/

    It would be easier to add the fields for approval.

    Let us know if you need further assistance.