- bryanchrAsked on March 29, 2014 at 11:24 PM
I'd like a form to route to more than one user either in parallel (at the same time) or in sequence with an 'approved' checkbox visible only to that user and the 'submit' enabling the form to route to the next user in the list. How can this be done?
- JotForm SupportWelvinAnswered on March 30, 2014 at 05:15 AM
Please check this guide: How to send to a specific email address based on a selection?. You can use either the dropdown field, checkbox field, radio button field or a textbox field to put a note or select for your approval status.
Then, based on the selection or input data, send the form email to another address. Of course, you need to create a form notification for each person who needs to receive the form email.
You can also add multiple recipients to every notification email. Up to 10 email addresses per settings. Check this guide: Send Form Emails to Multiple Recipients
- bryanchrAnswered on March 30, 2014 at 02:07 PM
This is great however I want the recipient to be able to 'approve' the form, not the email data. In this scenario they would open the form and add extra data such as an approval checkbox. The 'submit' would send a link to the form to the recipient with 'read only' form data except for the field they can write to.
- JotForm SupportjonathanAnswered on March 30, 2014 at 07:46 PM
To achieve this, you can use the Send Post Data feature.
Refer to this guide about it
Here is the sample form http://www.jotformpro.com/form/23503408907957
If you submit the sample form, it will redirect to an html page, with the data populating form.
In your case you can set the custom webage(2nd form) to read-only so that it cannot be edited at all. A very basic sample form http://www.jotformpro.com/form/31845261280956
Hope this help. Inform us if you need further assistance.