vendor application sent for approval, then payment option?

  • jessictloch
    Asked on July 17, 2021 at 10:36 PM

    Hi! I am trying to create a workflow that starts with a potential vendor for an event fills out an application, submits, and it comes to me to approve or deny. I would like to, if approved, be able to have the system automatically send back to vendor to complete the payment. Or send them a paypal invoice. If this can be done with square instead that would be acceptable also

    Can you help me with this?

    Thanks,

    Jessica Loch

    **here is the link to the form I've created

    https://form.jotform.com/211975708931060

  • Jovanne JotForm Support
    Replied on July 18, 2021 at 9:04 AM

    Hi Jessica, thank you for contacting support.

    Please allow me some time to check on this, and I will get back to you as soon as I have more information.

    Thank you.

  • Jovanne JotForm Support
    Replied on July 18, 2021 at 9:50 AM

    Hi, thank you for your patience.

    You can first hide the payment field and show it later when the submission gets approved. Please refer to the steps outlined below to complete your requirement.

    1. Setup your Square Payment

      1626615216 60f42db00fd83  Screenshot 10
    2. Add the Get Page URL widget.

      1626615272 60f42de8d4940  Screenshot 21
    3. Add this condition to hide the Payment field when the user first filling out the form before approval.

      1626615355 60f42e3b0dfe4  Screenshot 32
    4. Add the edit link in the approval email.

      1626615825 60f43011f35a3  Screenshot 43

    You can check my demo form for your reference: https://form.jotform.com/211983705370962.

    GUIDE: https://www.jotform.com/help/42-how-to-clone-an-existing-form-from-a-url

    Please check and let us know if you have further questions.

  • jessictloch
    Replied on July 18, 2021 at 9:55 AM
    Thank you for your response!
    ...
  • jessictloch
    Replied on July 18, 2021 at 9:44 PM
    I just wanted to give you a little better idea of what i'm trying to
    accomplish while you're looking into this, because it's getting a little
    complicated..lol.
    Basically, we will be accepting applications for vendors for multiple dates
    at any given time. What i need to do, is have them choose which dates
    they'd like to participate on the application. Then it would come to me,
    and I would email them with which dates are approved. I'd like to send them
    the payment option along with that email, so they can complete that step
    for the dates approved. I'm attaching the two forms i've created in trying
    to do this mess...lol...Any advice or help you could offer would be so
    greatly appreciated! I'm trying to figure out the best way to streamline
    this process
    Thank you again so much for your help!
    https://www.jotform.com/assign/211975708931060/211980998959077
    https://www.jotform.com/assign/211978960928069/211988182766066
    ...
  • Sam_G
    Replied on July 19, 2021 at 5:30 AM

    Hello Jessictloch,

    You may follow what my colleague suggested above.

    Also, you can change the email address here so that you would receive the application and then approve or deny their request.

    1626686878 60f5459e4fd70  Screenshot 10

    Then you may click on form fields to include a payment option or field on the email.

    1626686959 60f545eff24d2  Screenshot 21

    I hope this helps.

    Let us know if you need further assistance.