How Can I Enable Work Flow?

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    Ketan_bhavsar
    Asked on February 19, 2015 at 02:49 AM

    We wish to collect Leave Application Form from Empoyee and Send it To manager for Approval.

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    Welvin
    Answered on February 19, 2015 at 08:44 AM

    Hi,

    We don't have a direct feature for this, but you can do that using a combination of our features.

    1. First thing is to add the fields for the manager, you can put these fields at the bottom of the form.

    2. Add a textbox field that would serve as the Manager's pass.

    3. Add a conditional logic that will show the manager's fields if the textbox field pass is correct. You can follow this guide: https://www.jotform.com/help/196-Hide-or-Show-Multiple-Fields-at-Once.

    **You have to let the manager know of the password or keys used in the conditional logic, you can add it in the email below steps***

    4. Now, add a notification and put the Manager as the recipient. Follow this guide: https://www.jotform.com/help/25-Setting-Up-Email-Notifications.

    5. In the email notification for the manager, add the edit link: 

    The manager can just click the generated edit link, provide the manager's pass to reveal the manager fields/section. Re-submit the form and that's it.

    Let us know if you have any further questions about this process.

    Thanks