How I can ask for approval and enable managers to edit the hidden fields?

  • Profile Image
    Fahad_Alkadi
    Asked on November 03, 2021 at 10:01 AM

    I need to Know If I have one Form (Vacation Request) That 3 people need to be involve in. The form need 3 people to be engaged in.

    First the employee will send the request and I will show some of the fields and hide the rest.

    Then the direct manager need to see the other fields that were hidden for the employee and also they need to approve or reject.

    Then I need to show the rest hidden fields that are hidden for the employee and the direct manager and ask the HR to approve or reject after he complete filling the info.

    It that doable ? and How ?

  • Profile Image
    Gaetan_B
    Answered on November 03, 2021 at 11:34 AM

    Hello,

    Thank you for reaching out.


    Could you check the following guide, I think it would suit you for the process itself: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/


    Also, to make it fully work in your case, showing or hiding fields in the form when in edit mode is possible with the help of conditions. Part of making the process work, the Get Form Page URL widget is needed. The widget basically detects the current parent URL where the form is embedded or, in this case, the current form URL. You can create conditions in your form that is triggered based on the value of the Get Form Page URL widget.

    If the value of the Get Form Page URL widget contains the word "edit" (that is when the form is loaded in edit mode), you can set conditions to:

    Show/Hide fields

    — How-to-Show-or-Hide-Fields-on-Edit-URL

    — Show-or-Hide-Multiple-Fields-at-Once-Using-the-Section-Collapse-Field



    Hope this helps you!