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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


  • Profile Image

    Checkbox when action item is created

    Asked by CDavis0407 on August 25, 2015 at 12:55 PM

    Hello!

    First: I love this tool!

    Question: Right now I have a form going to our AP department when we need to add a new vendor. They would like to be able to "check a box" when they receive the emailed form (or some similar action) to show the vendor has been added. Basically a "completed" checkbox. The idea is that we can track this in the reporting for review and audit purposes. I tried to look through some of the conditional formatting options and couldn't really figure out how to do it. Any advice would be great!

    Thank you!

    -Cynthia

    checkbox item reporting check review
  • Profile Image
    JotForm Support

    Answered by BJoanna on August 25, 2015 at 03:04 PM

    I am not sure if I understood you correctly. 

    Is this the form you are working on https://www.jotform.com/form/52245379276160 ?

    Are you trying to add a "completed" checkbox if "Vendor Name" field is filled? If that is the case you can add check box inside of your form and preselect it. 

    Then you need to set conditional logic show checkbox field if vendor name fields is filled.

    Here is my demo form: http://form.jotformpro.com/form/52365680195966? 

    If I did not understood you correctly please provide us more details about what you are trying to achieve and we will be happy to assist you.

    Let us know if you need further assistance. 

  • Profile Image

    Answered by CDavis0407 on August 26, 2015 at 12:42 PM

    Hi,

    Thank you for your response. What I am trying to do is have the receiver of the form (accounts payable) send a follow up "check" or some other field to indicate that the new vendor has been added to our system. So, once the form is completed and it is sent, accounts payable has to enter in data into another system. Once that is done, it would be great if they could go back to the original form email and check a box or do something to indicate the process has been complete. That way we could use the reporting feature in Jotforms to track the received and completed process. I realize this may be a little far fetched but I was asked to follow up on this issue.

    Thanks!

    -Cynthyia

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    JotForm Support

    Answered by BJoanna on August 26, 2015 at 02:11 PM

    If I understood you correctly, I think that you're referring to an approval workflow. If this is the case, you can check the steps provided by my colleagues here: http://www.jotform.com/answers/401633#401648

    http://www.jotform.com/answers/500138  to see how can this be done.

    You would need to add the {edit_link} inside of email notification which will allow your admin user to be able to edit and complete the rest of the form. 

    You can also search for some other similar threads in our support forum: http://www.jotform.com/answers/search.php?search=approval+workflow 

    Hope this will help. Let us know if you need further assistance.

     

  • Profile Image

    Answered by CDavis0407 on August 26, 2015 at 06:22 PM

    Fantastic, that should work! Thank you for the info and all of the useful links. I absolutely love this site and the forums are always helpful. 

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    JotForm Support

    Answered by EltonCris on August 26, 2015 at 08:09 PM

    Cool. Thanks for your awesome feedback, we highly appreciate it. :)

    Should you have any other questions or concerns, feel free to open a new thread.

    Cheers!