How to assign the Approval to the person who submit the form

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    Bheem
    Asked on January 25, 2022 at 09:35 PM

    Can this process be used with external customers? Like a customer submit a request for price and we provide price and customer approves?



    This is a re-post of a comment on Announcing Approve & Sign and Approval Report features

  • Profile Image
    Billy
    Answered on January 26, 2022 at 02:13 AM

    Hello,

    I hope you're doing well and thanks for reaching out.

    Yes, you can assign the step to the person who submitted the form.

    In the Approval flow, set the Signer Email Address to the Email Address field where the customer is supposed to enter their email address.

    See the screencast below:

    1643181165_61f0f46d9e153_

    Let us know if you need further assistance.

    Best regards,

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    nhaga29
    Answered on January 26, 2022 at 04:29 AM

    Yes

  • Profile Image
    Ashwin
    Answered on January 26, 2022 at 04:41 AM

    Do you still have any question? Please go ahead and ask your question here and we will try to help you.

    We will wait for your response.

  • Profile Image
    nhaga29
    Answered on January 26, 2022 at 04:44 AM
    Ño
    ...