emailing form for approvals

  • zkendle
    Asked on May 30, 2014 at 5:23 AM

    I there, I would like my form (pay review form) when filled in by the relevent party to be emailed to 2 specific people. Is there anyway to set it up so that when they recieve the form, they would then be able to approve somewhere on the form and then submit it so it came to me? 

    Work flow below:

    Team leader completes form and submits to MD

    MD approves completed pay review (by autosig?) and submits to FD (me)

     

    Many thanks 

     

  • abajan Jotform Support
    Replied on May 30, 2014 at 8:49 AM

    Yes, this can be done. Here's how:

    1. Add an edit link to the notifier:

    emailing form for approvals Image 1 Screenshot 70

    (Please see this guide for details)

    2. Add a textbox to the form labelled "For admin purposes only" or some similar phrase

    emailing form for approvals Image 2 Screenshot 81


    3. Give each of the MDs a unique code to be entered in the "For admin purposes only" box

    4. Create a Send an e-mail after submission condition to make the notifier get sent to you if either of codes is entered in the "For admin purposes only" box:

    emailing form for approvals Image 3 Screenshot 92


    emailing form for approvals Image 4 Screenshot 103


    5.
    Create a separate condition to have the notification sent to the email addresses of the MDs if the admin only box is left blank:

    emailing form for approvals Image 5 Screenshot 114


    Below is another view of the above condition (after you save it). Note the comma separating the two emails


    emailing form for approvals Image 6 Screenshot 125


    That sould achieve your objective. Should you encounter any difficulties with this, please let us know.


    Thanks

  • zkendle
    Replied on May 30, 2014 at 10:31 AM
    Thanks so much, brilliant tool ☺
    Zoë Kendle
    Head of Finance
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    w: propellondon.com
    © Propel London Ltd - company reg 4239626
    All information contained or attached to this email must be treated as private and confidential; all properties are owned by Propel London Ltd
    and subject to our standard terms of business. In the event this email contains information relating to the Introduction of a Candidate it will
    be deemed that Propel London Ltd Terms and Conditions of Business have been expressly agreed and will be subject to our terms of business.
    If this email has been sent in error please advise us and delete this email and contents/attachments immediately.
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