Are there options to design workflows?

  • crschultz1987
    Asked on September 9, 2021 at 12:39 AM

    Hello,

    I am currently designing a form for the company I work for as a mock up of what the real form would look like in another tool we have here at the company. As I don't have permissions to design in said tool. I found your service to be an excellent work-a-around for my current project. I have been tasked to design what the companies Server Access Request would look like and have been given deliverables to work with a vendor that will build the form out in service now. They are asking if there is a way to one download the form I have created from Jotform and two is there an option to build out a workflow based on how I configured the form conditions to look like? I saw there was an approval workflow section, but was unable to locate any other workflows.

    Any help you can point me where I could download all of my form and create a workflow based on my form conditions and download that out as well would be wonderful and really speed up my project deliverables.

    Thank you,


    Christopher Schultz

    IAM Automation Engineer

  • Jed_C
    Replied on September 9, 2021 at 6:24 AM

    1). Download the form — You mean to download the form as fillable form? If so, you can export it as fillable PDF. Kindly check and see if this guide would help https://www.jotform.com/help/212-how-to-create-a-pdf-form/.

    2). build out a workflow — You can find the Approval Workflow in the Settings tab or you may check on this guide https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/.

    Let us know if you have any questions or if you need further assistance.