Setting up Multiple Approval Workflows

  • cristyoliveira
    Asked on June 8, 2022 at 9:14 AM

    Hello,

    I would like to set up a form that includes multiple workflows, including approvals and task completion notification.

    Example of what I need to achieve:

    Requester submits request via Jotform

    Request is sent to approver for Approved or Denied response

    Response is received and action taken

    Once completed the Support member will mark as Complete and an email sent back to the Requester


    Is it possible to set up multiple work flows / completion notification?

  • Harvey JotForm Support
    Replied on June 8, 2022 at 9:48 AM

    Hi Cristy,

    Yes, All of the things that you wanted to achieve on your form can be done using Jotform. We suggest creating an approval workflow where all of them can be achieved. Since you haven't created any form yet, we suggest checking out our Jotform guides on creating workflows. We also suggest checking this help page on the general approach to building a workflow.

    Let us know if you have any questions.