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Multi-person approvalAsked 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.
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.
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.
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.
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:
All this information will help you to make the right decision to replace Adobe FormsCentral.
Thank you so much for all the resources!