Add an appointment once form is approved

  • Profile Image
    Portskewett & Sudbrook JFC
    Asked on June 22, 2022 at 08:19 AM

    Can you add an option for an appointment to be added ONLY if the approval workflow is approved..?



    This is a re-post of a comment on How To Use Google Calendar - Create Events With Your Form

  • Profile Image
    Christy
    Answered on June 22, 2022 at 08:50 AM

    Hello Portskewett & Sudbrook JFC,

    Thank you for reaching out to Jotform Support. Let me help you with your question. Since you have multiple forms on your account, can you send me the link to your form so I can take a look at if that is possible in your workflow?

    So I assume that the user will fill out the form and will be sent a form to select an appointment date once approved. Is that how your workflow goes? Kindly confirm so we can try to recreate it on our end. You may also send us the link to your workflow if you have one.

    As soon as we hear back from you, we can move forward with a solution.

  • Profile Image
    port.sudjfc
    Answered on June 22, 2022 at 11:37 AM

    Hi,


    No, so....

    We want a form with an appointment picker on it that requires an approver to receive and approve the appointment once they have manually checked a calendar to ensure there are no booking already.


    Then, once approved can this then add an appointment into the Gmail calendar


    Hope this makes sense

  • Profile Image
    Vincent
    Answered on June 22, 2022 at 12:12 PM

    Hi,

    Thanks for getting back to us. When the form is submitted, it will be added immediately as an event in Google Calendar. But, we can try hiding the Appointment field and show it only if the form is being edited after approving the form.

    With this workaround, you need to use this guide to hide the Appointment Date: https://www.jotform.com/help/389-how-to-show-or-hide-fields-on-edit-url/

    After that, you need to edit the approval email and add the edit link submission. In this way, the recipient can resubmit the form after editing the submission and adding the appointment field date. Here's a screencast guide on how to add the edit link to the email content:

    1655914148_62b33ea4c72f3_nd3512sdfa.gif

    I am assuming that you already know how to use the Approval workflow process. If not, this guide will help you.

    You will also need to edit the Google Calendar integration and enable this option:

    1655914249_62b33f09ef0fc_ca513dzf.png

    Please create a simple form and test this workaround. Reach out again if you have any other questions.