How can two people fill out the same form and then trigger then approval flow?

Hi,

I need my request form to start with someone filling it out partially then go to another person to fill in another segment of the same form, sign it, then email out for approvals. Is this possible?

Hi Kypi,

Thanks for reaching out to Jotform Support. You can let two parties fill out the form using the edit link added to the autoresponder email. Make sure to add an Email field in your form, so the first person puts the email address of the second person who should fill in the second part. Then, create an Autoresponder, and assign that Email field as the recipient. After that, add the edit link in the Autoresponder, so the second person can load the submission, fill in his part, and submit it again.

Please note that if the first person does not know the email address of the second person, and will actually pick the name from a dropdown list, then you can create conditions to trigger that autoresponder to a specific email address based on the selection. Here's the guide that will show you how to do that.

Lastly, set a condition to your approval flow that if the second filler fills out the last field for him/her, then trigger the approval process:

That's it. Give it a try and let us know if you need any other help.