Approver add information when approving form

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    Israel_Carl
    Asked on July 03, 2021 at 05:44 PM

    I am trying to create a reimbursement request form. I have the form created and have a workflow created but what I need is at one state of the approval the Treasurer needs to add the check number and date delivered to the form. I have scoured the boards and the web but can't seem to find a way to have this done.

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    Patrick_R
    Answered on July 04, 2021 at 03:11 AM

    Hello! You can provide an 'edit submission' link in your approval email. Your Treasurer can click this link, fill in the check number along with any other information and re-submit the form. Following is how you can add the edit link to the submission:

    1625382652_60e15efc3f700_Approsdfdsfprov

    Please give it a try. Let us know if you come across any questions.

    Thank you!

  • Profile Image
    Israel_Carl
    Answered on July 04, 2021 at 08:52 AM

    Okay, that makes sense. But it they re-submit the form does it start the approval flow over again? Or can I put in the approval flow that they get an email to edit the form, they enter the new data, sign and submit?

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    Kenneth_C
    Answered on July 04, 2021 at 10:04 AM

    Hi there,

    The approval workflow is continued since it was started when the form was filled out initially, now, to accomplish the next steps, please check this guide and let us know if it fits your requirements: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow.

    Best.

  • Profile Image
    Israel_Carl
    Answered on July 08, 2021 at 03:28 PM

    So we tried that but when the treasurer edits the form it starts the approval process over at the beginning and it makes her sign the initial form instead of the original submitter

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    Kenneth_C
    Answered on July 08, 2021 at 08:06 PM

    Hi there,

    Can you please check this guide and let us know if it fits your requirements?

    https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow.

    Awaiting your response.

    Best.