Is it possible to create an approval workflow outlined in the scenario below?

  • Profile Image
    mplank
    Asked on February 17, 2015 at 02:48 PM

    We are trying to create a workflow approval process that involves internal and external users.  The scenario below outlines the workflow we need to create.  Is it possible to create this workflow using Jotform?

    Person A

    ·         o Enter basic product information

     

    ·         o Enter Person A Contact information

     

    ·         o Enter Person B Contact information (external user)

     

    ·        o Enter Person C Contact information (internal form approver)

    ·         o Submit form to Person B to complete additional product details

     

    Person B

    ·         o Enter additional product details into the form

     

    ·         o Upload documents as needed

     

    ·         o Submit form to Person C for approval

     

    Person C

    ·         o Review all form data entered by Person A and Person B

     

    ·         o Approve/reject form submission

     

    o   Send automatic email notification of form approval to Person A 

     

     

     

  • Profile Image
    Mike
    Answered on February 17, 2015 at 04:36 PM

    Thank you for contacting us.

    We have a basic guide about submission approval, but it is very different from the workflow you have described.

    How to Assign a Status to Submissions

    It is possible to create something custom based on hidden fields, conditional email notifications, submission edits and form prepopulation, but unfortunately, we do not have any prepared solution. You might be interested in checking the following thread, to see one of the workarounds on a similar topic.

    http://www.jotform.com/answers/497536

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