Multilevel authorisation

  • Profile Image
    pikuan 
    Asked on October 21, 2015 at 09:42 PM
    can you please point me to the right direction on implementing:
    salesteam customer visit form: GPS checkin location. the collected information will be mapped on google maps. multilevel authorisation. eg: salesteam submit a new customer account form. sales manager authorise, then it goes into a queue for  sales director to authorise.  Create matrix table, where the cells are drop down box. 
    thanks for your kind attention.
  • Profile Image
    Charlie
    Answered on October 22, 2015 at 03:47 AM

    Hi,

    I'm not sure if the form and form builder is enough for a complete multi level authorization system that you are looking for.

    For GPS checking location, you can check the available widgets here: http://widgets.jotform.com/category/mapping.

    For the multilevel authorization, you can try setting up conditions to your form. Here's a guide that you can refer to: http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic. You can use conditions to send the email notifications to different personnel. You can then use the Edit Link to be part of the multilevel authorization process, let's say the director needs to approve the submission, he/she will need to use the edit link to update the submission. Here's a guide: http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date 

    You can also refer to this thread link about an approval form: http://www.jotform.com/answers/360763.

    I hope that helps.