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    How to create an approval workflow

    Asked by isbitt on January 12, 2016 at 05:06 AM

    Hi,

    Once the user(s) completed the form, I would like them to select 1 of 3 email addresses to forward the form to to act as an approver.  Once they approve the form data, they would reply to the original requestor who would then forward onto another department for additional approval

     

    I suspect tracking this in Jotform is not possible as it would be managed in Outlook which is obviously understandable

     

    Is it possible for the user to select an email address from the form to send for the initial approval ?

     

    Thanks

    completed form approval workflow approval email approval form
  • Profile Image

    Answered by Carina on January 12, 2016 at 09:55 AM

    1. Add 2 dropdown fields so that user can select the person to whom the form will be sent:

    2. Add form collapses for each of the approval steps:

    3. Add checkbox fields so that they can be selected upon approval

    4. Create the 1st email notification and add an edit link:

    https://www.jotform.com/help/25-Setting-Up-Email-Notifications 

    This email notification will be send to the 1st approval group

    5. Create a 2nd email notification that will be sent to the 2nd approval group, also with the edit link

    6. Create a condition that will send the 1st notification to an email address according to selection:

    7. Now add a condition that if the approved field is selected, send the 2nd email notification to a defined email, using the same method mentioned.

    You can test and clone the demo form:

    https://form.jotform.com/60114429308954 

    Let us know if we can assist you further.  

     

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    Answered by jkh6 on June 23, 2016 at 12:47 PM

    Hi, what if I do not want to add all of my form fillers as people to send to in the form? For example I would like about 70 students to fill out a form, have it sent to their advisor (1 of 5 people) and then have the advisor review the form and send it back to the student. I don't see how I can auto fill the email for the advisor?

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    JotForm Support

    Answered by BDAVID on June 23, 2016 at 02:31 PM

    According to the scenario describe, this is what I understand:

    Then user first fill the form and select 1 of 5 people to send the application to:

    To accomplish this create the conditions as previously explained by my colleague: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-Selection 

    Once the advisor receives the email notification that contains the edit link to review the form to approved or decline it, create a second condition to send the second email notification which informs him that he has been approved:

    Note: as you can notice, in the email box, I put {email}, which is the name of the email field where the user inputs his email address. 

    Here is my cloned version: https://form.jotform.com/61745994950975 

    You can clone it and inspect further: http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

  • Profile Image

    Answered by jkh6 on June 23, 2016 at 03:27 PM

    This is exactly what I needed. Thank you!

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    JotForm Support

    Answered by Boris on June 23, 2016 at 04:01 PM

    You are most welcome, jkh6. If there is anything else you may need help with, please don't hesitate opening another support thread about it and we will be happy to help out.

  • Profile Image

    Answered by isbitt on June 24, 2016 at 04:45 AM
    Hi
    Please can you confirm who raised this question? It wasn’t me and no-one else has the logins
    thanks
    _______________________________
    Richard Isbitt
    Group Billing & Master Data Manager
    SThree Plc
    1st Floor
    75 King William Street
    London
    EC4N 7BE
    -------------------------------------------------
    •: +44 (0) 207 264 3573
    • Internal 246 7573
    •:: mailto:r.isbitt@sthree.com
    •: www.sthree.co.uk
    -------------------------------------------------
    ...
  • Profile Image
    JotForm Support

    Answered by Chriistian on June 24, 2016 at 04:57 AM

    The original question for this thread was from your account isbitt. The thread was created last January 12, 2016.

    However, since this thread is public, one user has commented or asked regarding similar concern. The user is jkh6. Normally, questions of other users are moved to different thread. But it seems that the question of user jkh6 was not moved to a different thread. Sorry for the confusion. Regards.