Approval Structure

  • Profile Image
    bonnadcctrial
    Asked on November 08, 2021 at 02:25 AM

    Dear Jotform Team,


    i have 3 questions regardings the approvall structures of the form that I created.

    my form are a 1 form with 3 different section that needs 3 times approval, each section needs to be approved first in order for the form to be able to go into it's next step.

    my question is :

    1. how do i create the form's reporting structure in the fashion I described above?
    2. how do I assigned someone who doesn't have a jotform account to be able to approved the form?
    3. is there any way I could merged all the submitted form into One PDF File?
  • Profile Image
    Yau_C
    Answered on November 08, 2021 at 08:22 PM

    Hi,

    my form needs 3 approvals

    how to create the form's reporting structure

    I have created a demo for you: https://support.jotform.com/workflow/213117953800956/build

    You may refer to this guide for detailed instructions on how to create approval flow.


    how to assign someone who doesn't have a jotform account to be able to approved the form?

    1636420279_6189cab74394c_

    how to merged data from different forms to One PDF File?

    Let say you have 2 forms you want to merge.

    If you want to merge the submissions, you can use the combine submission app https://www.jotform.com/integrations/combine-submissions.

    Alternatively, you can create the third form.

    You can populate form-3 with form-1 by means of URL-parameter and do the same with form-2.

    So that the 3rd form consists of data from form-1 and form-2.

    You may then convert form-3 into PDF which consists of data from form-1 and form-2.

    Let us know if you need further assistance.

  • Profile Image
    bonnadcctrial
    Answered on November 08, 2021 at 10:05 PM

    Dear yau_C


    thank you for the reply, I think the URL related with the demo you've sent me are no longer exists

    would you mind sending me again?

    thank you

  • Profile Image
    Yau_C
    Answered on November 09, 2021 at 12:24 AM

    Hi,

    Please try this url: https://eu.jotform.com/workflow/213117953800956/build thanks.

    1636435482_618a061a5c692_

    It still exists.

  • Profile Image
    bonnadcctrial
    Answered on November 09, 2021 at 04:02 AM

    1636448490_618a38ea0cc1b_

    this is the page that appears after I clicked the link you sent me

  • Profile Image
    Yau_C
    Answered on November 09, 2021 at 05:42 AM

    Hi,

    I have set my approval flow to Public mode but you still need to login your Jotform account to be able to view this approval flow.

    Let us know how it goes, thank you.