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    Multiple levels of approvals inside one form

    Asked by williamscindy222 on November 16, 2015 at 11:23 AM

    How do I enable multiple multiple levels of approval using one form and the submit button? My form is being used to track approvals at various points in the workflow and Once it is submitted initially, I can't see the next level of required inputs. Is there a way to enable this functionality?

    one form next workflow approval form
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    Answered by victor on November 16, 2015 at 02:00 PM

    If I understand you correctly you would like some workflow form. Once it the users submits, it will be sent to another person to approve or reject. If it gets approved it will be sent to another person, if not, it will be sent back to the user.

    Jotform is not really dedicated to creating workflows, but this is possible by using conditional emails and hidden fields.

    I found an old thread which is what you are really looking for:

    http://www.jotform.com/answers/267403

    If you review this thread you will find a sample form which my colleague create. He created an ID field. If the supervisor places his ID, the approve/reject fields will appear. Using conditional emails this will either send it to the next person or return to the user.

    Since this is pretty old, I will try to update the form so you may review and see if this works for you. 

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    Answered by victor on November 16, 2015 at 02:02 PM

    If you are not able to find the sample form, you may use the following link

    http://form.jotformpro.com/form/50203880541952

    Have a great day.

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    Answered by williamscindy222 on November 17, 2015 at 04:53 PM

    Hi Victor,

    Your recommended thread above was close, but not a complete answer. The "Edit Link" works, it opens the submitted form, however I'm in a loop. It opens the form at the start, I can step through each initial page (4 pages), but ends at the original Submit button again. I need to allow for the next level approver to be able to start at their point of inputs, starting at page 5 which isn't visible after the first submit button.

    Any suggestions?

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    JotForm Support

    Answered by jonathan on November 17, 2015 at 07:46 PM

    How about if you use URL with parameter value to assign the status on the approval workflow. And use 'Skip to Page' condition rules on Smart Form Using Condition Logic.

    There is Skip rule in the Condtions Wizard that will allow the form to jump to different section/page on the form base on the selected option.

    Test form example URL: http://form.jotform.com/53207068433957?aiss=Rejected

    The URL currently assigned the 'Rejected' AISS.. what happen is, when Next button is clicked the Form will skp to the 'Rejtect' section/page of the form.

     

    In th condition email that the end user will receive, you can add in the message the form URL link with parameter value assigned.

    So dependng on the status of the workflow, the end user will get a different email that have different URL link of the form.

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