I would like to create an approval flow

  • bryan.clarke
    Asked on February 9, 2023 at 4:53 PM

    I would like to create an approval flow for change management requests. The idea is the request is submitted for approval, once approved id like the form to be sent back to the sender with more areas to complete (Implementation, Testing, Closure and attach files). Once that is completed Id like it to continue through the approval process for a second review and approval by my change advisory board. How can I do this with the approvals workflow? I can see where I can send another form, but can I make visible hidden fields on the same form?

  • Jude_P
    Replied on February 9, 2023 at 10:30 PM

    Hi Bryan,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Jude_P
    Replied on February 13, 2023 at 4:12 PM

    Hi Bryan,

    We really appreciate your patience and understanding while we’re looking into this. Your requirement is possible but you'll have to set up conditional logic to the approval workflow as well as to the form in order to achieve it.

    1676322618 63eaa73a4ab51  Screenshot 10

    But if you want to make it simple and easy, you can just create another two forms and add the fields that a user needs to complete once it is approved.

    1676322719 63eaa79f8b27a  Screenshot 21

    Give it a try and let us know if you need any help.

  • bryan.clarke
    Replied on February 21, 2023 at 2:01 PM

    Thank you. I have gone the easier route and created additional forms to support this flow. Thanks again.