What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Multi-person approval

    Asked by hr587 on March 09, 2015 at 02:50 PM

    We are researching replacements for our Adobe Forms Central subscription.

    We will mostly use a form service for internal company forms - requests for time off, substitute forms (one employee covering for another), equipment repair requests, etc.

     

    We have at least one form that needs to be filled out by one employee, signed by another employee, signed by their manager, and then submitted to a final manager.

    Can we do this with jotform?  How?

     

    A draft of the form we are trying out in jotform is called Substitute Form in our account.  We actually also need the option for the person to list several shifts that they are getting a sub for...if they are taking several days off and need someone to cover several shifts.  This looks like a table in our form that we use now, with columns and rows - and the ability to type text in each field.  But I can't figure out how to do this in Jotform.

     

    JotForm table one form rows
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    JotForm Support

    Answered by Welvin on March 09, 2015 at 04:19 PM

    Hi,

    We don't have a direct feature to accomplish this, but a workaround can be made using our existing features such as the edit link. But before I will give you the full steps, I need to know the following:

    a. If each person who will need to sign the form will have their section protected or they can be visible to others?

    b. In the person who will sign the form will receive an email about the changes.

    c. If you want to send the email in a series. Meaning, send the email to Employee 2 after the Employee 1 signed the form then send another email  to Manager after Employee 2 sign the form and so on.

    I think that's all I need for now, at least to start the form. The shifting can be accomplish in the process.

    I look forward to your reply.

    Thanks

  • Profile Image

    Answered by Jenny on May 14, 2015 at 04:34 PM

    I would really like to receive the "full steps" that are mentioned above, to give me a workaround for creating a multi-person-approval workflow via email.  We are about to make our final decision on which product to use to replace FormsCentral.

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    Answered by hr587 on May 14, 2015 at 04:41 PM

    In case you didn't receive my email response to the above questions:

     

    a) The sections being signed can remain visible to everyone.

    b) The person who signs the form will need to receive an email about the changes.

    c) The email will need to go in a series.  From Employee1 to Employee 2.  Employee 2 signs and sends to Manager 1.  Manager 1 signs and sends complete version to Employee 1, Employee 2, and Manager 2.

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    JotForm Support

    Answered by Aury on May 14, 2015 at 06:03 PM

    Hello,

    In order for you to create a form that able to have multiple approval, the guide that follows can help you to accomplish this: http://www.jotform.com/help/194-How-to-Assign-a-Status-to-Submissions.

    I see also that you have your forms with Adobe Forms Central, you may find useful the information included in the following guides:

    Import Both Your Forms and Responses in a Single Step from Adobe FormsCentral

    7 Reasons Why JotForm is the Best Adobe FormsCentral Alternative

    JotForm vs Formscentral Comparison

    http://www.jotform.com/blog/148-Announcing-the-Adobe-Document-Cloud-eSign-Widget

     

    All this information will help you to make the right decision to replace Adobe FormsCentral.

     

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    Answered by hr587 on May 14, 2015 at 06:05 PM

    Thank you so much for all the resources!