Approval Workflow: Possibility to automatically update submission when it is approved

  • Levy_Jess
    Asked on July 13, 2022 at 9:52 AM
    My question isn’t about emails or notifications, but about the ability to update specific fields within a form based on the outcome of an approval action, which I believe is what the OP is getting at.

    long story short I would like to use a form as a checklist of sorts to track the status of various tasks related to getting a new client scheduled. For instance before I see a new client, the client has to sign an agreement form, I need to register them in a different system, and find out their needs ahead of time. All of my pre scheduling tasks have to be done in a specific order and are dependent the status of the preceding task.

    I have a prospective client tracking form that I made in Jotform with check boxes for each pre-scheduling task that needs to be done in the order it needs to be done. It would be nice if Jotform could automatically update said tracking form each time I approve the previous task. Currently I have to manually edit a submission and update the check boxes whenever a pre-scheduling task is completed.

  • Nikola JotForm Support
    Replied on July 13, 2022 at 9:55 AM

    Hi Jess,

    Thanks for the explanation. I've gone ahead and escalated your request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.