Sending form with different sections viewable to differnt recipients

  • Profile Image
    Asked on June 01, 2016 at 01:12 PM

    I have a successional approval form 


    Traveler completes the form and submits

    Then FIrst approver approves, signs and send sot second approver. 


    How do I show the second approver the form and the first signature box without showing the first approver the second approvers signature box?



  • Profile Image
    Answered on June 01, 2016 at 02:27 PM

    What you can do is, add a conditional field to your form with code, based on the passed code will show the first signature, the second one, or none of them. Then create a Notification for each approver and add in the code that shows its corresponding signature box.

    This will give you the flexibility to show the signatures only for approvers, and also show the appropriate one for each approver.

    You can put a note so travelers can ignore the field for approvers' code.


  • Profile Image
    Answered on June 01, 2016 at 03:45 PM
    That makes sense thank you

    Melissa Le’ppin | EVP | CGMP
    Ph: 1-800-898-1347 x230 | Fx: 1-888-559-8160 | | | meetings
    GSA Contract: GS-33F-014CA } U.S. Communities Contract: EV2048

    Connect with me on Linkedin and learn about our Bringing People Together partnership with Dylan Ratigan