How to send an approved PDF to requester after approval process - Workflow Setup

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    todukes01
    Asked on September 30, 2022 at 10:56 AM

    I have a workflow for a parking pass that requires approval. Once the requester completes the parking pass form and makes a request for the parking pass to be approved and the authorizer approves the parking pass, I would like an approved PDF to be sent to the requestor. Does your workflow support sending an approved Parking pass in PDF format to the requestor once the Authorizer approves?

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    Mohammad_D
    Answered on September 30, 2022 at 11:46 AM

    Hi Tyrone,

    Thanks for reaching out to Jotform Support. Our Workflow can email a PDF to filler of the form once authorizer approves it. It's really easy to set up. I have created a clone of your form to demonstrate. Let me show you how to setup the Workflow:

    1664552525_63370e4d9301d_Second Form.gif

    Please read more about setting up an approval process in workflow from here - Approval in Workflow

    Please reach out to us if you have additional questions.

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    todukes01
    Answered on September 30, 2022 at 01:41 PM

    Hi, I noticed the approval workflow is not working when the approver selects "Approved" or "Denied" from the email. The Approver has to log into Jotform to approve or deny. Can we research and advise on this issue?

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    Parker
    Answered on September 30, 2022 at 02:12 PM

    Hi Tyrone,

    Thanks for getting back to us. In making a clone of your form I wasn't having any problems with the approval flow requiring me to login to an account when I set the approver to a different email. Can you show screenshots or a video uploaded to a public drive of what's happening so we can understand better?

    When I clicked on approve or deny from my email I got the approver action page that normally happens when you don't have require login selected.

    1664561542_633731865dacf_

    Once we hear back and have a better understanding of what's going on we'll be able to move forward with a solution.

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    Mary_Ed
    Answered on October 01, 2022 at 12:39 AM

    Hello Tyrone,

    Thanks for the recording.  That made the issue much clearer. I understand the issue but kindly allow me a few moments to look into this and I`ll get back to you with an update.

    We really appreciate your patience and understanding. 

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    Mary_Ed
    Answered on October 01, 2022 at 02:19 AM

    Hello again Tyrone,

    Thanks for patiently waiting. As you can see in my screencast below, as soon as I hit the approval from my email, it went straight ahead to the inbox where it says in progress, but that doesn't last a minute. It is only awaiting confirmation approval to be sent to the form filler before it is changed to Approved. Check out the screencast below to see my results:

    1664604518_6337d966f0927_01.gif

    Can you try recreating your workflow by deleting the current one and adding a new one as shown below?

    1664605020_6337db5cb7dce_01.gif

    Also, as an additional measure to resolve this issue, I have cleared your form cache. If you're still having the same issue, we'll do a more in-depth investigation and work on finding a solution.

    Keep us updated and let us know if you need any more help.