Add a supervisor approval option to the form

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    dperry@ridgeap.com
    Asked on December 19, 2014 at 08:54 AM

    Can you respond to forms submitted?

    I have created some forms that we will be using internally. All of the forms have autoresponse but there are a few that require authorization from the supoervisor. Is there any way for a form to be submitted then approved and respond back to the submitter?

     

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    Carina
    Answered on December 19, 2014 at 12:02 PM

    If I understood you right you want your users to receive an auto-responder only after approval.

    Yes it is possible.

    For that please you can create a field for approval (it can be a dropdown field) and set up a condition that an email will sent after the form is approved:

    You can test and clone the demo jotform: 

    http://form.jotformpro.com/form/43524314741954? 

    How is the approval going to happen? If the person that will approve has access to Jotform 

    As an alternative you can create an email notification with an edit link to be sent to the person that will approve:

    Let us know if you need more assistance.

     

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    dperry@ridgeap.com
    Answered on December 22, 2014 at 02:20 PM
    Ok. I am struggling getting this to do what I need. If someone submits the
    form it will come through in email version. Is there anyway for the link
    for the supervisor to be added to the existing form and then when
    everything is approved it can be emailed back to the person who submitted?
    Here is a link to my form.

    http://form.jotformpro.com/form/43554984762973
    I will be available to discuss if you want to call me 574-239-7721
    *Don Perry*
    *Operations & Special Projects Manager *
    *Ridge NAPA Auto Parts and Paint*
    *Direct Line 574-239-7721*
    www.ridgeap.com
    ...
  • Profile Image
    Mike
    Answered on December 22, 2014 at 04:10 PM

    I have fixed your form #43554984762973 a bit.

    - Edit link has been set in the following format.

    - Autoresponder replaced with a simple Email Notification. This is required since we do not email the Autoresponders when the entries are being edited.

    - Added condition to email the Notification upon approval.

    If you need any further assistance, please let us know.

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    dperry@ridgeap.com
    Answered on December 22, 2014 at 04:40 PM
    I just tried it and it works. How did you get the link on the form. That is
    what I was struggling with.
    *Don Perry*
    *Operations & Special Projects Manager *
    *Ridge NAPA Auto Parts and Paint*
    *Direct Line 574-239-7721*
    www.ridgeap.com
    ...
  • Profile Image
    Carina
    Answered on December 22, 2014 at 05:03 PM

    If you refer to the edit link it is available on the right menu:

    If you refer to the email link it is the field name that can be discovered under properties:

    You can see here more details on how to find field's names.

    Let us know if you need more assistance.