Sending only part of a form to a specific person

  • zordanmi
    Asked on February 2, 2022 at 4:34 PM

    Hello!

    I have an approval form and workflow, but there's only one page of the form that a specific person needs to receive. So, the form is sent in full to specific people, but another employee needs a pdf of only one page of the form.

    Thank you!

  • Sonnyfer JotForm Support
    Replied on February 2, 2022 at 8:31 PM

    Hi there - Thanks for reaching out.

    Could you point us to the form you're working on, please? I checked your last form but it doesn't seem to have an approval flow.

    Guide: Where-to-Find-My-Form-URL

    Looking forward to your reply.

  • zordanmi
    Replied on February 2, 2022 at 8:33 PM

    I’m honestly still trying to figure out the whole workflow thing. It’s the form titled “Intake Form”

    thank you!

  • Sonnyfer JotForm Support
    Replied on February 2, 2022 at 9:44 PM

    Thanks for clarifying. You can create multiple PDF documents and just attach them to the email based on your user's answer.

    Guide: How-to-email-different-pdf-document-templates-based-on-users-answers/

    As for the workflow, you can check out this guide: How-to-create-an-approval-flow-in-Jotform/

    Please give it a try and let us know if you face any difficulties along the way. We'll be happy to help you further.