Form Submission by Two People?

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    Cochran_Kate
    Asked on January 03, 2022 at 04:38 PM

    I am trying to understand how to use a form for performance review purposes where an employee would complete the form first and then a manager would follow up and complete other parts of the same form. Is it possible to have two people entering information into the same form?

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    Lorenz_A
    Answered on January 03, 2022 at 08:09 PM

    Hi there,

    Here's a guide that can help you: https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow/

    It is somehow close to what you're trying to accomplish.

    Scroll down to the OLD method section.

    I hope this helps. Let us know if you need any further assistance.

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    Cochran_Kate
    Answered on January 04, 2022 at 02:00 PM

    Thank you -- I think this could work for us, using the Approval comment box where the manager can write their review based on the submission sent in by the employee. (I had hoped to have specific fields in the form where the manager could respond point by point to employee responses, but I can live without that.)

    The one thing I can't figure out is how to get the manager's comments to be integral to the form. So when a manager "approves" the form and includes their review in the comment box, how can I have comment be part of a PDF of that same form?

    I don't know if you can access it, but here is the test form I was working on. https://www.jotform.com/inbox/213646774984169

    Thanks,

    Kate

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    Armalyn_S
    Answered on January 04, 2022 at 04:58 PM

    Hello,

    It is possible to include Approval comments. You can find the comment field in the Approval Fields.

    Click Settings -> GENERAL -> Customize Approval Request Email

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    Click Approval Fields -> Approval comment -> SAVE

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    Please contact us again if we can help in any way.