Can I set up an approval flow so that a form template can be sent to a

  • Profile Image
    Amy_Collins_amy
    Asked on June 17, 2021 at 07:57 PM

    Can I set up an approval flow so that a form template can be sent to a person for a signature, then sent to a second person for a second signature, then sent to a third person for a final signature, if I won't know the email address of the third recipient until just before I need to send the form?

    I have a form that a teacher will fill out and sign. They will then have to send the form with their signature to management for a second signature. Management will then need to send that form to a third party (a parent) but we won't be able to send it until the first 2 signatures have been collected. How do we set this up?



    This is a re-post of a comment on How to Create Multistep Approvals in Jotform Approvals

  • Profile Image
    Rehan
    Answered on June 18, 2021 at 03:36 AM

    Greetings,

    Yes, you can create an approval flow by adding conditional logic to it. You can trigger emails when a specific field in your form is filled. We have a detailed guide available on how you can add conditions in your approvals on the link below.

    https://www.jotform.com/help/1463-how-to-set-up-an-if-else-condition-element-with-jotform-approvals

    Kindly check the guide and let us know if you have any questions.

    Thanks