Reassigning in a Form

  • Profile Image
    Caloundra_City
    Asked on August 03, 2021 at 03:01 AM

    Hi there.

    I am trying to convince my boss to upgrade to your service.

    I need to know if it is possible to have a form which has three different sections for completion from three different people?

    This would be a workflow form to keep us all on track during lockdown. Would be great if I could complete a form to a certain point and then reassign to our admin team to complete their section and then they would need to reassign to reception and from there back to me for the final part of the form. Then onto one person to approve.


    Is this at all possible?

  • Profile Image
    Rehan_F
    Answered on August 03, 2021 at 07:21 AM

    Greetings,

    Yes, it is possible. You can create an approval workflow to send out emails to the concerned users conditionally with the submission Edit URL. You can check the following guide to see how you can set up emails in the approval workflow.

    https://www.jotform.com/help/1418-how-to-set-up-a-send-email-element-in-jotform-approvals

    The following guide will show you how you can set up conditional logic in the approval workflow.

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

    When all users have filled out their part of the form then you can add the approval element in the flow by following instructions in the guide below.

    https://www.jotform.com/help/1414-how-to-set-up-an-approval-element-in-jotform-approvals

    To understand how the Approval section works I would also recommend you to check the Approvals guide section from the link below.

    https://www.jotform.com/help/chapter-268-jotform-approvals

    Should you have any other questions then please let us know.

    Thanks