How to see the Whole Form Submission and the Approval Report

  • Alicia Billinge
    Asked on August 4, 2023 at 10:40 AM

    We need to see the total form plus approval in the JOtform Approval report. But currently we can only see the approval part at the end. How do we include the total form with all information regarding an employees leave.

    Sorry but as well as the actual signed approval at the end of the actual form

  • Anna JotForm Support
    Replied on August 4, 2023 at 11:00 AM

    Hi Alicia,

    Thanks for reaching out to Jotform Support. I’m sorry you're having difficulties getting that feature to work. If you can share the link to your form, I can check it out and see what’s going on.

    Once we hear back from you, we'll be able to help you with this.

  • ACSBritex
    Replied on August 6, 2023 at 7:45 PM

    Hello


    Thank you for getting back to me. Please find the link below:

    https://form.jotform.com/ACSBritex/ACS-F201-leave-application-form

    We look forward to hearing back from you.

    Rgds


  • Sheena JotForm Support
    Replied on August 6, 2023 at 9:02 PM

    Hello Alicia,

    Thanks for getting back to us. I reviewed your form and noticed you used the Approval Report element at the end of your approval cycle. Please keep in mind that the approval report cannot contain any user data. We can create a PDF template and attach it to an email element as a workaround. Let me show you how:

    1.) First, create a new document in PDF Editor. To do that:

    • Go to the PDF Editor of your form by clicking on the downward icon and selecting PDF Editor.
    • Create a New PDF by clicking on the +New PDF, then select New PDF Document.
    • Click on the document name and rename it as desired. How to see the Whole Form Submission and the Approval Report Image 1 Screenshot 50
    • The new PDF will display the submission's Approval Status, submission data, and Approval History by default. Also, you can manually drag the approval elements to the PDF template under Basic Elements.How to see the Whole Form Submission and the Approval Report Image 2 Screenshot 61

    2.) Now go to your Approval and replace the Approval element with an Email Element. To do that:

    • In Approval Builder, select the Approval Element and click on trash icon. How to see the Whole Form Submission and the Approval Report Image 3 Screenshot 72
    • Click on mail icon to open the settings.
    • Select the Advanced Tab and enable Send Submission PDFs.
    • Check the PDF created and click on Save.

    How to see the Whole Form Submission and the Approval Report Image 4 Screenshot 83

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