How do I do form approvals?

  • Profile Image
    eestes
    Asked on June 05, 2015 at 10:49 AM

    Let's say that I make a check request form that needs to be approved by both the Business Manager and the President. How would I go about doing this on JotForm?

    Thank you for your help.

    Edward Estes, Virginia Beach Theological Seminary

    eestes@vbts.edu

  • Profile Image
    Boris
    Answered on June 05, 2015 at 01:54 PM

    Hello Edward.

    We have had users implement various kinds of workflow and approval forms. As my colleagues have explained in other tickets how it can be implemented, I would ask you to please first take a look at what is written there:

     

    360763-How-to-create-an-approval-form

     

    Additional information can be found in other tickets:

    212416-Form-and-workflow

    500138-How-to-have-multiple-step-Approval-Form-with-Hidden-fields

    565390-Workflow-forms

     

    This info should give you a good idea of what is needed to make approval forms. If you need any help in setting it up, please let us know, we will be happy to assist.