Does JotForm support workflow and electronic signatures?

  • Profile Image
    Kathy Schoonover 
    Asked on August 09, 2016 at 02:52 PM

    I would like to have a requisition form that is filled out and then has to go to a set of executives to be approved before being returned to me.

  • Profile Image
    Kevin_G
    Answered on August 09, 2016 at 04:17 PM

    Regarding to electronic signature, these widgets will help you with that: 

    https://widgets.jotform.com/app/smooth_signature

    https://widgets.jotform.com/app/signature

    This guide will help you to add the widget to your form: How-to-Add-a-Widget-to-your-Form

    Regarding to the workflow you want to have, this will be achieved with conditions, for example, when the form is submitted the form should be sent to your executives so the submission can be reviewed and approved. 

    This guide will help you to add an email notification to your form: Setting-Up-Email-Notifications

    When executives receive the submission, they will be able to open the submitted form with the edit link, here you will show fields only to them, once this fields are filled the email notification can be sent to you too.

    This guide is for auto-responder, the email sent to your submitter, but it is the same for email notifications (the email your executives will receive), it will help you to include the edit link in the email: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    This widget will help you to know if the form is being edited: https://widgets.jotform.com/widget/get_form_page_url 

    This guide will help you with hiding/showing fields using conditions: How-to-Show-or-Hide-Fields-Base-on-User-s-Answer

    And this guide will help you to send the email notification based on conditions, so if the fields are filled by your executives then the email notification will be sent to you: How-to-Send-Email-Based-on-Selection

    If you have already a form where you've started to work, please provide us with the link so we can check and help you to complete your form.