Form Gate Routing

  • Profile Image
    jsah
    Asked on December 17, 2014 at 03:11 PM

    Hello.  is your form capable of gate routing.  The issue we have is a form that would initially take a submission from a user.  Then admins would review the submission, approve or disapprove the form.  Then, once they approve it, based on 1 or 2 checkboxes, reroute the form again to the proper parties but maintaining the rest of the form data to be sent to party B.

    So party A submits the form.  Party B receives and reviews.  Then when Party B approves, they can edit the form or somehow send click something to have it send to party C while maintaining all the data from Party A.  Is this doable?

  • Profile Image
    Ben
    Answered on December 17, 2014 at 05:40 PM

    Hi,

    I would like to first confirm if I understood you correctly.

    What I understood is that you would like to have:

    1. party A get the email with the data they submitted (autoresponder)

    2. party B gets an email that there is a form to review (notifier sent to only party B)

    3. party B edits the submission and the email is now sent to party C only

    4. party C makes any edits or does not, but in either case no emails are sent?

    If all of the above are answered by Yes then I would suggest that you check our guide on conditional emails, but will give you several guides that you would probably see as fitting / useful:

    How to send to a specific email address based on a selection?

    Password protect survey jotform

    - The last is to help you to hide the extra fields that you do not want party A filling up, but want to offer to party B and party C.

    Do let us know if you have any further questions and we would be happy to answer them.

    Best Regards,
    Ben