Combining auto fill and approval

  • FarsightForms
    Asked on October 21, 2021 at 9:47 AM

    Hi,

    I've looked at manual and form prefill and automatically passing data from one form to another

    https://www.jotform.com/help/351-how-to-automatically-pass-form-data-to-another-form/

    From this example, we don't really want Form 2 to be displayed automatically after Form 1 is submitted, and we don't want to go and Form Prefill Form 2 each time Form 1 is submitted.

    But how do I wrap them up into an approval process? Here is my workflow.


    Form 1 is filled in and submitted

    Form 2 is auto filled with some data from Form 1 e.g. name, address, email etc

    Form 2 is submitted for approval by accounts department

    Form 2 is approved and emailed to the person who filled out Form 1.


    Thanks


    Joel


  • Sara_G
    Replied on October 21, 2021 at 10:35 AM

    Hi FarsightForms,

    If I have correctly understood your request, please note that a form can only be connected to one approval process. Therefore it's not possible, at the moment, to link multiple approval processes to the same form.

    However, kindly share the URL of your forms so we can better identify your request and provide further suggestions.
    https://www.jotform.com/help/401-where-to-find-my-form-url/