Budget approval form workflow

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?

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.