How to create an approval form?

  • Profile Image
    sosincfloydva
    Asked on April 10, 2014 at 10:20 AM

    can

    I have it so that the receiver of the form can then reopen form and mark "approve" and then route it to someone else? Let me know how to create an approval form.



    This is a re-post of a comment on Smart Forms Using Conditional Logic



    This is a re-post of a comment on Smart Forms Using Conditional Logic

  • Profile Image
    EliezerN
    Answered on April 10, 2014 at 12:07 PM

    Yes you can do to that by using Conditional logics and at the same time the Edit Link variable to allowthe "receiver" edit the submission. Here are the steps you can follow the accomplish what you need:

    1. First, after the submit button add a Form collapseRadio Button field and aText Area field to let the supervisor (receiver) to enter his message.

    2. Create two Notification Emails. One will be sent to the supervisor and the another will be sent to the worker (someone else) when the supervisor approves/denies the request.

    A- In the first one add the Edit Link to let the supervisor edit the form to approve/deny the request.

    B- With the second one you will create the condition to send this email to the worker to let him know if the supervisor's approved/denied the request.

    Follow these steps to create the condition: 

    1. Go to Setup and Embed tab in the toolbar.

    2. Select Conditions.

    3. Choose Send an email after submission and click on Next button.

    4. Setup the condition in this way: 

    The email field variable {email} of your form may change, so please make sure to get it by following the steps in this screenshot:

    The field in the image is the "Full name", but the same steps apply for all the fields.

    Finally save your form and test it.

    Here is my example form, it is a Time off request formhttps://www.jotform.com/form/32545968641969 You can clone it if you wish, here is how: How to clone an existing form from a URL

    I hope this helps. Please inform us if you need further assistance.

    Thanks

  • Profile Image
    Dan 
    Answered on February 24, 2015 at 04:41 AM

    I cant get this to work. I am just about there but where I am stuck is send the conformation email back to the user. I have put an email input field which is automatically populate by another field where the user puts in their user name(I don't think this is causing the problem). I then set up the notification as set out above, when doing that I have to put in an email so I put mine.

    I then set up a condition that says if the approval field is filled then send the notification to {email} but it comes to my address. I have check the above tips and it does say {email} in name.

     

    What am I doing wrong? 

  • Profile Image
    Ben
    Answered on February 24, 2015 at 08:25 AM

    Since this is an old thread I have moved your question to a new thread here: http://www.jotform.com/answers/521528

    We will help you set it all up properly there.

    Thank you.