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Andrews_BrianAsked on September 7, 2021 at 9:58 PM
Hello there, we started using a Budget Proposal template and have found it useful, however we are wondering if there's a way for the form to be emailed to the person needing to review it, then if it can be sent back to the submitter somehow once approved?
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onurcinarReplied on September 8, 2021 at 6:07 AM
Hi,
You can use Approvals sections to add workflow charts to your form. I cloned your form to show you how to add Approvals Workflow to our forms.
1- Go to your Form Builder page.
2- Click the arrow button to show other applications 1. Then click the Approvals button 2.
2- You can see Approve and Deny conditions. Also you can add an Email option when Approve or Deny selected.
3- To customize the Email settings, hover mouse over the Email section and click the Settings button.
4- You can customize the Email Subject, Content in the EMAIL sections.
5- You can change sender information and recipients mail settings in the RECIPIENTS section.
Feel free look at your clone form:https://form.jotform.com/212501826914957
If you require any further assistance feel free to let us know.