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  • Profile Image

    How to set up a Work Flow type form?

    Asked by WebServ on November 17, 2015 at 05:00 PM

    I created a form that will have needs to be approved by 3 different people.  (A division head, project manager and VP of Finance. )

    I want the user to submit the form and it goes to the division head according to the dropdown choice they select. 

    Next I want the division head to approve and submit to the project manager. 

    After the project manager enters the information, I want the VP of finance to get an email to review. 

     

    I set up the notifiers and conditions, but I do not want everyone to continue to receive notifications a user submitted.  Only after their section is completed.  Does that make sense?  How do I do that? 

     

    Thanks for your help.

     

    Page URL:
    https://form.jotform.com/53153470870959

    work flow workflow
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    JotForm Support

    Answered by Chriistian on November 17, 2015 at 08:48 PM

    Hi,

     

    Do you mean you do not want to send a specific notification email on edit of submission? If so, you can achieve this by using conditions. You can set this condition for your "Change Request Form - Division Head Approval" notification.

    Then set this condition for your "TP Manager Review - New Submission" notification.

     

    Here is a sample clone form that I used for testing - https://form.jotform.com/53207388151959?. You can clone the form to have a closer look on the setup.

     

    Do let us know if you need further assistance.
    Regards.