multiple forms tied with approval flows

  • Glenn_Bondarev
    Asked on August 12, 2021 at 4:13 PM

    Good Afternoon,

    Can multiple forms be attached to a single approval flow, based on criteria within each form?

    Moreover, is it possible for multiple approval workflows to work together ?


    I know this is not a very specific question but just feeling out possibilities?



    thank you

  • Vick_W Jotform Support
    Replied on August 12, 2021 at 11:53 PM

    Hi there,

    Can multiple forms be attached to a single approval flow, based on criteria within each form?

    Unfortunately, the Approval flow is limited to the form that it is created in. Multiple forms can not be attached to an Approval Flow.

    Moreover, is it possible for multiple approval workflows to work together?

    Unfortunately, the Approval flows in different forms can not be linked with each other. Each Approval workflow is independent.

    Let us know if you have any questions.

    Thanks

  • ryersonreceiving
    Replied on August 13, 2021 at 11:51 AM

    I second this question/request. My use case is the following:

    Have customer submit a form using the Product feature to receive a quote and then they can approve or update as needed, with automated emails reminding to approve.

    The second step or second form will be choosing the manufacturer they are ordering from, qty, and expected delivery date with an open text box to enter tracking #'s when they're available.

    I would like to send the second form automatically with reminder emails once they approve the quote. Without this feature, I will need to manually send them the form or come up with a workaround.

    Any tips to accomplish this @vick?

  • enterprisesupportteam
    Replied on August 13, 2021 at 5:21 PM

    Hello @ryersonreceiving,

    To avoid confusion between the questions asked on this support ticket, I have gone ahead and moved your concern to its own ticket so we can assist you individually. You can find your new ticket via this link - https://www.jotform.com/answers/3287812