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Apps_ASDAsked on September 6, 2021 at 6:17 AM
Hi team,
Thanks for the awesome application. We are trying some features in jotform for developing an performance evaluation system for our school - ASD. We are thinking about purchasing an enterprise edition (will come to that later) of the jotform if it really works for us. We are trying out the free version and we have some doubts. The issues/doubts we see now are listed below:
a) Google Sheet Integration - Approval Workflows
We integrated our team goal form to a google sheet and the sheet is showing all the submitted data perfectly. But in the same form we have some approval workflows which is not getting recorded in the google sheet - not showing the approved/denied status.
b) Loading data into multiselect visualizer from an excel file
Based on the department selected the team goals for the department should be loaded to a multiselect visualizer. We found there is a widget "Spreadsheet to Form" which can be useful in this scenario. The widget worked fine in loading data in textboxes but can't figure out how to populate to multiselect visualizer. What would be the best way to implement this feature?
c)Form sections based on approval workflow
The form must be set up to hide/show sections based on approval. For example, a teacher is submitting his/her goals which needs to be approved by the Supervisor. Suppose if the supervisor denies the request, how can he/she add a comment/suggestion in the form saying to review your goals again and send the form back to submitter. Now we are able to send an email saying it's denied but more than we need to convey them why it's denied. Hope you got our point.
If the request is approved then only a next section should be visible(which is hidden at 1st stage) to submitter where he/she can fill the fields and submit the form again. This time the manager should be able to edit the form so that he/she can evaluate and provide comments for the submitter.
In nutshell, the process has 3 major steps with workflows at each stage. The same form is used across the stages hiding/showing pages/sections accordingly. The submitter should be able to see his/her requests while the managers should be able to see their department staff requests.
Please let us know how far is it possible to implement such a system in jotform.
Thanks in advance.
Regards,
Feba
IT Dept
ASD
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Marco JotForm SupportReplied on September 6, 2021 at 9:44 AM
Hello there,
Thanks for reaching out to us.
a) Google Sheet Integration - Approval Workflows
You could add a Get Form Page URL to your form, to allow you to track when the form is in Edit mode by creating a simple condition:
in case you're opening the form in Editing mode, you'll show a Single Choice element, to let you manually set the status of the submission, Approved or Denied.
In this way, you'll be able to transfer the status of the submission on to the Google Sheet integration.
b) Loading data into multiselect visualizer from an excel file
The Visual Multi Select is probably not the best widget to use, if you need to populate such field from an Excel file. You should better use a Multiple Choice element instead, that you should be able to populate from your Excel.
c)Form sections based on approval workflow
You could add a Long Text field to let the Supervisor add customized notes and provide comments for the submitter:
and made it visible only in Editing mode, by creating a simple condition:
The trick is always checking if the form in being opened in Editing mode, and in such case show elements that are hidden when filling out the form on first submission. To do that, you just need to verify if the Get Form Page URL widget contains the value "edit".
Let us know if you need any further assistance,
Regards
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Apps_ASDReplied on October 11, 2021 at 8:20 AM
Thank you Marco. This helped me a lot.
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Marco JotForm SupportReplied on October 11, 2021 at 8:38 AM
Thanks for letting me know, I'm glad to hear that!
Feel free to contact us should you need any further assistance,
Regards