How to print approval status with submission

  • glynnhammond
    Asked on June 15, 2021 at 12:02 PM

    Hi,

    How do I print a report that shows what I have in my table? I have selected the columns I want to show and simply need to select the entries and print a schedule. I am using the system for a payment approval process.

    I also need to show the "Approved by". As these are payments, the next person in the process needs to see various details and the fact the payment has been approved.

    I can print a pdf which is great, but again it does not show the approval stamp.

    Thanks,

    Glynn

  • Anthony_Evans
    Replied on June 15, 2021 at 6:11 PM

    Hello Glynn,

    As far as I am aware, it is not possible to print the Approval Status from the Table. However, you can add the Approval Status to the PDF Document that is created in the PDF Editor. Here is a brief example from a clone of your form.

    1623794786 60c9246203bb9  Screenshot 10

    It does seem that you would like to print the approval information for more than one submission at the same time. If so, we can create a feature request ticket for our developers to consider implementing a way to do so. Reply with a confirmation if you would like us to create a request for you.

    Please let us know if there's anything else we can help you with!

  • glynnhammond
    Replied on June 16, 2021 at 11:33 PM

    Hi,

    Thanks for the reply.

    You are correct. We are using this to authorise payments. Once the payments have all been authorised (usually one or two initiators, several approvers), we need to batch them all together and create a list of the payments to make. This list will show a selection of fields (not all of them will be required), the most important of which will be the approval status (and who by).

    This list will then be forwarded to the staff member actually making the payment so that they can review them, create the bank payment batch, and then attach the print out to the bank payment. The value on the bank payment will match what is on the list of authorised submissions.

    Any suggestions you might have on the best way to achieve this will be appreciated.

    Thanks,

    Glynn

  • Nikola JotForm Support
    Replied on June 17, 2021 at 8:02 AM

    If you want to download all Approved submissions at once, you can select them In Tables or Inbox and download them as PDF.

    1623931121 60cb38f1df0b5 table Screenshot 10

    1623931139 60cb3903b063b inbox Screenshot 21

    You can customize your PDF Document and include only the fields you need.

    Related Guides:

    How to Customize PDF Submissions Report

    Applying Form Submission Data into a PDF Document