Is there a way to have two forms combine?

  • jscomputekllc
    Asked on September 21, 2016 at 4:35 PM

    I want to make a form that the first half would be for a "requester" and the second half would be for an "approver".

    So the workflow would be first part has info to be submitted to the approver, then the approver adds their info, then the form is completed.

    Is there a way to do this?

     

    Thanks;
    Caleb

  • David JotForm Support Manager
    Replied on September 21, 2016 at 6:05 PM

    If you want to assign a status to the form, here is a workaround to create a approval form:

    1) Create your form. The user fills the form and select 1 of X number of mangers you have listed to send the application to:

    Is there a way to have two forms combine? Image 1 Screenshot 70

    1.2) Add a Page Break field, from the "Survey Fields" tab, into your form. Set the visibility for the back and next button to hidden.

    (Add this page break field after the submit button)

    Is there a way to have two forms combine? Image 2 Screenshot 81

    2) Create the email notification that will be sent to the person who will approve or decline: http://www.jotform.com/help/25-Setting-Up-Email-Notifications 

    Now build a custom edit URL that will show the manager or approver  the "Approval area". Example:

    Link: https://www.jotform.com/edit/{id}?jumpToPage=2

    Is there a way to have two forms combine? Image 3 Screenshot 92

    3) Create the conditions in order to send the notification to a specific email address based on a selection: https://www.jotform.com/help/167-How-to-Send-Email-Based-on-Selection 

    Is there a way to have two forms combine? Image 4 Screenshot 103

    4) Create a form autoresponder that will contain a message that lets the user know that he has been approved: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder, and make sure to enable the "Send on Edit" option:

    Is there a way to have two forms combine? Image 5 Screenshot 114

    5) Create another condition to send the autoresponder:

    Is there a way to have two forms combine? Image 6 Screenshot 125

    Here is my form example: https://form.jotform.co/62646803339865 

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

    Let us know if you need more help.