Can I have 2 forms at the beginning of my approval flow?

  • Alma_Institute
    Asked on January 26, 2023 at 5:03 PM

    Good afternoon,

    Good afternoon! Is there a way to have 2 forms at the beginning of my approval? I have an application that has a payment widget, and a duplicate application without the payment widget (for our scholarship applicants) I want the information for both applications to be on the same table and I want the applications to have the same approval workflow but without having to edit 2 different workflows. Is this possible?

  • Gilbert JotForm Support
    Replied on January 27, 2023 at 12:25 AM

    Hi Alma_Institute,

    Thanks for reaching out to Jotform Support. The approval flow always starts with the main form where it's connected to. It's not possible to add another form and have the flow start on both of them. You can only add another form after the main form. Take for example my screenshot below, once the main form is completed, the approval flow will then start and two emails will be sent with the link for the two forms.

    1674796762 63d35eda674aa  Screenshot 10

    If you duplicated your form, the cloned form will have its own approval flow similar to the original form. But if you need to make changes to both of them, you'd have to edit them separately.

    Let us know if you have any other questions.

  • Alma_Institute
    Replied on January 27, 2023 at 1:15 AM

    Okay, do you have a workaround on how I could bypass the payment widget for specific people and it all be in the same approval workflow and table?

  • Jessica JotForm Support
    Replied on January 27, 2023 at 2:19 AM

    Hello Alma_Institute,

    Thanks for reaching out to Jotform Support. Could you kindly specify the condition to bypass the payment widget? If there is a certain option to be selected and will depend on the user's answer to retrieve or pass the payment, then it is possible by creating a new form specifically for payment. After that, please use iFrame widget to embed the payment form in your main form.

    This guide utilized the same logic to implement it, please try to take a look to see if it suits what you are looking for.

    Let us know if you have any questions.

  • Alma_Institute
    Replied on January 27, 2023 at 7:50 AM

    No, the form that needs to bypass payment is one that we want a password on. There isn't anything that they can press to indicate a "bypass payment" option unless we do this based on the email address they add in.

  • Mohammad_D
    Replied on January 27, 2023 at 8:10 AM

    Hi Alma_Institute,

    Thanks for getting back to us. Following further into the suggestions by my colleagues, if I understood what you’re asking, you can password-protect a form by following the guide here.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? Once we have a better idea of what’s going on, we’ll be able to come up with a solution.

  • Alma_Institute
    Replied on January 27, 2023 at 8:34 AM

    Hi -

    I already know how to password-protect a form.

    I have 2 forms that are almost identical. One is my main application which has a payment widget on there to collect an application fee. The other form is almost exactly the same except it does not have a payment widget - for people who are on our scholarship list, so they can bypass the application fee. Since this application has the fee waived, we have it password protected.

    I was trying to have it to where this Scholarship application (with no fee) could be at the beginning of the same approval workflow or if there was any way that we could have it on the same workflow without the Scholarship Application people having to go through the original form with the application fee.

    1674826026 63d3d12a08afd  Screenshot 10

    1674826199 63d3d1d7420fc  Screenshot 21

    As you can see, our approval workflow is a little complex. So having to have a duplicate workflow just for the scholarship people and having to edit BOTH approvals AND any forms or emails each time an edit is made seems excessive and unnecessary.

  • Chris_L JotForm Support
    Replied on January 27, 2023 at 9:08 AM

    Hi Alma,

    Thanks for getting back to us. Are your form responders able to identify themselves if they are scholars or not? If so, one of the solutions I am thinking of here is to create a condition on the main form that will direct them to the next form according to their answer. Check out the screencast I made for you for the idea I have in mind:

    1674828331 63d3da2b7756c  Screenshot 10

    This is the condition that I have set on the main form:

    1674828439 63d3da97bccb3  Screenshot 21

    I hope this somehow helps. Let us know if there’s anything else we can do for you.