I need assistance with the workflow of my form

  • kristinavasquez
    Asked on April 21, 2015 at 1:20 PM

     

    Thank you for your help – I still need some help

     

     

     

    1.     Once the form is submitted I need the Manager’s email to go to the manager And the notification email to the employee.

     

     

     

     

     

    2.     If Manager approves the “Approval Email” needs to go to 3 emails:

     

    SFLPEERDay@southernwine.com

     

    kristinavasquez@southernwine.com

     

    Employee’s email

     

     

     

     

     

    3.     If Manager denies the “Denial email” goes to the employee only.

     

     

     

     

     

     

     

    4.     I do not need the 4th Rule – how do I delete?

     

    5.     The emails are going to the incorrect people and they are getting the same email 4 times.

     

     

     

    Thank you,

     

    Janette Barca | Executive Assistant | Southern Wine & Spirits of South  Florida

     

    O: 305-627-1204 | F: 813-775-3182| janettebarca@southernwine.com

     

            

     

     

     

    “To be the leading business partners by educating, developing and empowering

     

              a Best in Class Sales Organization while fostering an environment that

     

                                          Rewards Teamwork and Collaboration”

     

     

     

    A new response has been received:

     

     

     

    Answered by Mike

     

    Thank you for contacting us.

     

    It should be possible with us. I have added the next two Email Notifications to your form.

     

    I need assistance with the workflow of my form Image 1 Screenshot 40

     

    Once the form is completed and submitted by the employee - I need the form to go to the managers email that the employee entered.

     

    The next condition has been added.

     

    I need assistance with the workflow of my form Image 2 Screenshot 51

     

    Also, I have added an 'edit submission' link to the email body, so the manager should be able to click it in order to approve/deny the submission.

     

    I have an area where the manager is to approve or deny the request.  If the manager approves it will go to 2 specified emails and if denied it will be returned to the employee.

     

    The following condition has been added.

     

    I need assistance with the workflow of my form Image 3 Screenshot 62

     

    There is no 'approved submission' Email Notification on your form, but it should not be a problem to add it.

     

    If you need any further assistance on this, please let us know.

     

    View this thread on browser » Unsubscribe Thread

     

    1429563079  

     

    Jotform Thread 556401 Screenshot
  • raul
    Replied on April 21, 2015 at 2:02 PM

    Please check this cloned version of your form: http://form.jotformpro.com/form/51105014145943 in which I've included the requested changes with the following conditions.

    I need assistance with the workflow of my form Image 1 Screenshot 20

    If it works as expected, feel free to clone it to your account.