problem with the approval flow - wrong form

  • SC_GROUP
    Asked on November 29, 2022 at 4:14 PM

    Hi There,

    I have the form https://www.jotform.com/workflow/222597471716868/build and when i'm trying the approval flow it doesn't show the right information, which is products and quantities:

    problem with the approval flow   wrong form Image 1 Screenshot 30

    Instead, it shows another fields:

    problem with the approval flow   wrong form Image 2 Screenshot 41

    Thanks

  • Mightor JotForm Support
    Replied on November 29, 2022 at 7:19 PM

    Hello SC_GROUP,

    Thanks for reaching out to Jotform Support. Can you confirm if you're you trying to assign a field as the approval email's subject? Can you explain a bit more about the issue so I can get a better idea of what's happening?

    Let us know if you have any other questions.


  • SC_GROUP
    Replied on November 30, 2022 at 11:45 AM

    Hi there, I'm trying to have all the form as a approval email body but I can't

    I need someone to have all the form as a copy before the approval.


    Thanks a lot

  • Chris_L JotForm Support
    Replied on November 30, 2022 at 12:34 PM

    Hi SC_GROUP,

    Thanks for getting back to us. I'm afraid it is still unclear to me what is it that you are trying to achieve. Could you please provide a sample scenario so we can figure it out and come up with a solution? In the meantime, I encourage you to please review this guide about Jotform Approvals.

    Once we hear back from you, we'll be able to help you with this.

  • SC_GROUP
    Replied on November 30, 2022 at 2:30 PM

    Hi,

    I'm going to try to explain it:

    1. Someone fill the form https://www.jotform.com/222597276155868

    1669836233 6387adc99e043 6387adc99e005 Screenshot 10

    2. According to My approval flow, it supposed to send a full copy of the filled form to yamaris.aviles@scgroup.one

    1669836384 6387ae605795e 6387ae6057922 Screenshot 21

    3. Instead, is sending a completly different email content not the form that someone filled:

    1669836438 6387ae96837c7 6387ae968378b Screenshot 32

    I need yamaris.aviles@scgroup.one to receive a copy of the form that someone filled out

    Waiting for your help

  • Mightor JotForm Support
    Replied on November 30, 2022 at 4:36 PM

    Hello SC_GROUP,

    Thanks for getting back to us. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    Let us know if you have any other questions.


  • Mightor JotForm Support
    Replied on November 30, 2022 at 6:56 PM

    Hello SC_GROUP,

    Thanks for patiently waiting. When I checked your Approval Flow, you added an Email element which sends a Notification Email to yamaris.aviles@scgroup.one whenever the form is filled. The Email Content also matches your form's fields:

    1669849009 6387dfb14d97a 6387dfb14d93d Screenshot 10

    As I understand, you want yamaris.aviles@scgroup.one to receive a copy of the form that someone filled out. If so, you can simply enable PDF Attachment option in the Email element. Check out the steps and screenshot below to see how it's done:

    • Select the Email element and click on the Mail Icon.

    1669851345 6387e8d1749dc 6387e8d174995 Screenshot 21

    1. Once in the Email settings, go to the Advanced tab.
    2. Turn-on Send Submissions PDF's.
    3. Select the PDF Document.
    4. Click the Save button.

    1669851374 6387e8ee880ae 6387e8ee8806f Screenshot 32

    After you've done it, yamaris.aviles@scgroup.one should receive a copy of the form that someone filled out:

    1669852189 6387ec1d868c3 6387ec1d86885 Screenshot 43

    Give it a try and let us know how it goes.