Approval - Fill Form Checkbox

Hello,

I have been working on the JotForm for an in-house pdf that requires workflow approval. The workflow is incomplete because I am unsure how to toggle a form checkbox based on the workflow approval.

It should operate like this: First, the purchase request is submitted for approval with the appropriate product/service identified.

When the requestor hits submit, the approval flow goes to the approver, who approves or denies the purchase.

I would like the system to insert a checkbox over the approve or deny boxes prior to sending the approval to the next step.

The form should then go to the purchasing team, who will complete the purchase, where the system generates a purchase request number once the form is sent to the purchasing team.

Thank you

Hi Gloria!

Thank you for reaching out to Jotform Support. I think we do have an Approval Template for your workflow. See Purchase Order Approval template. See also Purchase Requisition Approval template. If this does not work for you, please let us know.

Give it a try and let us know if there's anything else we can help you with.

Thank you Justin. Where does the signature export to on the approval template, and how can I steer it to the field of my choice?

Hello Gloria,

Thanks for reaching out to us again. The signature field can be placed in any part of your approval template. Let me show you how:

• Open your Approval Flow.
• On the right side, under Approval Elements choose Approve & Sign.
• Place the Approve & Sign field wherever on your template.

As for your other question, I've moved that to a new thread. You can check that out here.

That's it. Let us know if you have any other questions.