Also, is there a way to add an option for the administrator to Approve or Reject submissions?

  • SamsungCanada
    Asked on October 20, 2016 at 1:35 PM
    Also, is there a way to add an option for the administrator to Approve or Reject submissions?
  • David JotForm Support Manager
    Replied on October 20, 2016 at 1:41 PM

    Yes, here is an example on how to create an approval workflow: 

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

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? 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 first submit button)

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? 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

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? 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 

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? 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:

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? Image 5 Screenshot 114

    5) Create another condition to send the autoresponder:

    Also, is there a way to add an option for the administrator to Approve or Reject submissions? 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.