Approval workflow and integration

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    AspireWellness
    Asked on August 04, 2021 at 09:43 AM

    Hello, I have an approval workflow set up for one of my forms, and I'd also like the form the integrate with Box. Currently, the form integrates with Box when it is submitted, but is there a way for the integration to be delayed until the form has been approved? My goal is to have the form that lives in Box be the final, approved version of the form. Thank you.

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    AndrewDurant
    Answered on August 04, 2021 at 01:31 PM

    Hi there,

    Thank you for reaching out to Jotform Support! I just performed a few tests here, and while it looks like there is no way to keep your submissions from being passed until a certain condition is met. With that being said, each time a submission is edited, it should trigger a new PDF to be passed to your Box integration.

    As a work-around, you could create a field that is conditionally filled in ONLY when all other form fields are completed. You could then include this field in the title of the PDF that is passed to your Box account, so that you can easily identify which submissions have been fully completed within your box account.

    Please reach back out with any additional questions, and have a great day!

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    AspireWellness
    Answered on August 05, 2021 at 04:49 PM

    Thank you for this information. When I marked the form "approved" in Jotform, it did not trigger a new form to be sent over to Box. The form in Box still says "in progress" and I do not see a new form showing up anywhere in Box. That would be awesome if it did send a new form over. I could easily delete the old one. If a new form isn't being sent over to Box automatically, though, what do you recommend?

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    Laura_L
    Answered on August 05, 2021 at 10:32 PM

    Hi,

    I'm afraid that currently, it's not possible to push the submissions to Box by triggering it with the Approve button.

    As an alternative, could you try adding one more step to the Approval? Include an edit link to the Approval email, and resubmit the form after approving it. Please try this if it would trigger the form to be sent to Box.

    Would you like us to open a feature request to trigger the integration after the form has been approved?
    If so, would you have any other suggestions/opinions on how you would want the feature to work?

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    AspireWellness
    Answered on August 10, 2021 at 05:11 PM

    I think that would be a great feature to add. I don't have any other recommendations about it.


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    AndrewDurant
    Answered on August 10, 2021 at 06:35 PM

    Hi there,

    Thank you for the follow-up! I will be converting this thread into a Feature Request to ask that our Developers consider implementing this functionality in the future.

    While we are currently unable to offer an ETA for this feature to be added, we will publish any updates here as soon as they become available.

    Thank you!