Multiple signature needed for workflow process

  • anthonylkz123
    Asked on October 21, 2021 at 4:51 AM

    Hi, I am currently trying to do a form that uses the approval workflow process.

    For this form, the employee will first submit it and there will be a signature field in the form for the manager to sign. I followed this https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/#_ and managed to get the first signature done.

    The problem I am facing now is after this manager has signed the form and submitted it, it needs to reach another person which is the director and the director need to sign it as well. However, by following the link above , the director is able to alter the signature of the manager which is what I do not want. What this director is allowed to do is to just sign, approve/deny.

    Thanks and hope to hear from you guys soon!

  • Tommaso_F
    Replied on October 21, 2021 at 5:50 AM

    Hello there,

    Allow me some time to check. We will be back to you as soon as possible.

    Regards.

  • Tommaso_F
    Replied on October 21, 2021 at 6:15 AM

    Hello there,

    We suggest you to use approve & sign option in the flow:

    1634811280 61713d90296a8  Screenshot 10


    Let us know if this is what you're looking for.

  • anthonylkz123
    Replied on October 21, 2021 at 9:50 PM

    ok I will look into it.

    Another issue I am facing is after I click approved, I was able to click back and edit the form and click the approve button again in the email. Does that mean the second approve override it or it did not go through?

  • Amin JotForm Support
    Replied on October 22, 2021 at 12:40 AM

    Hi again,

    Kindly note that every submission can be approved/denied once. Also, the approval decision can't be changed.

    Editing submissions has nothing to do with being approved or not. So, editing an approved submission has nothing to do with the approval status.

    I hope I have been of any help.

  • anthonylkz123
    Replied on October 22, 2021 at 2:39 AM

    so if let say I need the person to edit the form to sign on the signature widget and then approve, can it be done?


  • Nikola JotForm Support
    Replied on October 22, 2021 at 4:37 AM

    Please note that flow will restart when a submission is edited.

    1634891613 6172775dd37ae restart Screenshot 10

    So, if you edit a submission and sign the form, the approval flow will restart, but you can approve/deny it after the edit.