Approval workflow with payments integration

  • impcat
    Answered on June 15, 2021 10:30 AM

    Hi Jotform Team,

    I wonder how the new approval workflow process may or may not work with forms collecting payments?

    Eg, if a form has a payment integration (say Stripe), is it possible to only collect payments for submissions that have been reviewed and approved?

    How would you go about setting this up?




  • Michal_S Jotform Support
    Answered on June 15, 2021 02:28 PM


    Unfortunately, it is currently not possible to do that in a straightforward way.

    The only way to achieve the functionality you've specified is to make a separate form to collect the payment after the first form has been approved.

    It could work in the following way:

    A sample workflow would look like this:

    132137 1 Screenshot 10

    132138 2 Screenshot 21

    Unfortunately, there's no way to do this in a single form, as the payment fields can't be hidden.

    Hopefully, this will point you in the right direction.

    Thank you!