Approval workflow with payments integration

  • Profile Image
    impcat
    Asked on June 15, 2021 at 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?

    Thanks

    Regards

    Olivier

  • Profile Image
    Michal_S
    Answered on June 15, 2021 at 02:28 PM

    Hello!

    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.png

    132138_2.png

    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!