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    Does jotform have logical workflow and approval routing functions?

    Asked by Rick Apollo  on April 06, 2015 at 11:32 AM

    User completes a request using Jotform

    the request would route for electronic signature in specific order via email to 2 supervisors

    if approved user recieves email notification of approval, approved form routes to 3rd email address for processing.

     

    Logic meaning depending on selections made in a for drop down box when completed/submitted the form would be sent, route for approval to specific emails (based on selection in dropdown boxe(s)

     

     

    JotForm and functions workflow
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    JotForm Support

    Answered by Charlie on April 06, 2015 at 12:48 PM

    Hi,

    Yes this possible. Here's a sample form that I did: http://form.jotformpro.com/form/50954372605962. You can clone my form and follow the guide below to understand it more. Here's the guide on how to clone it: http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    1. First, I set up all the fields that I needed, then divided them into sections using the "Form Collapse" bar. I have Applicant, HR and Manager section.

    2. After that, I'll setup the email notifications to only send them to specific people depending on the rules I setup in the conditional logic. Here's a guide on how to learn more about conditions: http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic.

    I have an email template for the applicant, the HR and the manager.

    3. In the email body of the HR and Manager notification, I'll add a {edit_link} tag, this will let the HR and manager to edit the submission and approve it. They will click that link to fill out the current submission.

    4. In your Conditions Wizard, choose "Send E-mail after submissions".

    5. In my rule, if the Applicants Signature is filled and the Manager's signature is empty, I will send the email notification for HR to the specific HR email address.

    6. Set it up the same with the managers notification and the default notification, depending on how you want to route it.

     

    7. Now, we only want to show the specific section to specific persons. So you need to setup again a condition. Now, in the conditions wizard, choose "Show / Hide a form field".

    8. I will then setup the rule below. If you check my form, you'll see that in the top part of the form, you'll see the text box "Form ID" which will be filled out by the staff only. This can be named anything that you want. Now, in my rule, if a person types "hr" the form collapse section named "HR" will show, if they type "manager" the form collapse section named "Manager" will show.

     

    Tips: Make sure that you have submit buttons on each section. Make sure to setup the rules to specify what action needs to be done.

    I hope this helps or at least gives you an idea on how to proceed. Do let us know if you need more information on this.

    Kind regards.