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jessictlochAsked 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
Page URL: https://form.jotform.com/211975708931060 -
Jovanne JotForm SupportReplied 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.
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Jovanne JotForm SupportReplied 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.
- Setup your Square Payment
- Add the Get Page URL widget.
- Add this condition to hide the Payment field when the user first filling out the form before approval.
- Add the edit link in the approval email.
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.
- Setup your Square Payment
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jessictlochReplied on July 18, 2021 at 9:55 AMThank you for your response!
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jessictlochReplied on July 18, 2021 at 9:44 PMI 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
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Sam_GReplied 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.
Then you may click on form fields to include a payment option or field on the email.
I hope this helps.
Let us know if you need further assistance.