Workflow review - can you help?

  • Profile Image
    Christine Austin 
    Asked on November 09, 2021 at 04:15 PM

    Greetings!

    I'm new to Jotform, I'm really impressed so far! I may be upgrading my plan, but first I need to know if my workflow challenge can be handled with your Approver system.

    I plan on adding additional approvers with their email address. Can those approvers access the Inbox to leverage the filters?

    Can I filter the one form, per approver to show, in the Inbox, only forms that they approved? However they should only be able to see forms that match their email address (which is their member id).

    Christine

  • Profile Image
    Mike
    Answered on November 09, 2021 at 11:01 PM

    If the users should only be able to see their own form submissions, this is possible with the Assign Form feature. You may take a look at the next pages for more information:

    Assign Forms
    Assign Forms Guides

    If you need the Approvals functionality, this is possible to conditionally send specific entries to the corresponding approvers with a Conditional Branch. The approvers will only see assigned to them approvals.

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    If you are looking for something else, please provide an example.