In this guide, you’ll learn how to manage submissions for approvals.
You can approve or deny submissions using a hidden dropdown field. This is similar to an Admin Approval System. An approval system can be useful in many circumstances, such as accepting or declining a user’s booking. It’s also useful for application forms; you can approve applications if users meet the requirements or reject them if they don’t.
- Add a Dropdown element to your form and add the approval options you want.
To hide the field, right-click it, then click Hide.
- Let’s assume you’ve already received the entry. To open your form submissions page:
- Go to your My Forms page.
- Select the form and click on the Submissions button above it to open Jotform Tables.
- In Jotform Tables, click the cell under the status column of the the entry where you’d like to update the status.
- Click on the Add button.
- Select an option you need.
If you’d like to notify users of the status of their submission, you can apply an email condition to your form.
How to Assign a Status to Submissions through the Old Submissions Page
On the old submissions page, select the entry from the grid of submissions, and then click the Edit button located at the top right corner of the window.
Select the status, and resubmit the form. Click the Cancel Edit button to cancel the edit.
What is the new submissions page ? I need it because of the old one not works
Is it possible that the user who submitted the form can cancel his/her submission? Thanks!
not 100% sure we are on the same page. This is the process:
1. Organizer fills out a Date Application hits submit that should come to firstname.lastname@example.org
2. Organizer fills out the appropriate Application (Combined, Pleasure or Recreational) they in turn need to submit it to their Technical Delegate for approval.
3. The Technical Delegate needs to mark it as approved and that approval needs to come back to email@example.com
Hopefully that makes more sense
I would like form submissions to be sent to an approver, like the answer given to
AZDBAdesze below. Once the approver has selected their choice, would the form submission come back to me? I'm hoping it can. Thank you!
Hi I have added the hidden box widget on both my forms and just tried going into already submitted forms to add internatal status notes however when I go to submissions and click on the edit icon it takes me to the published view of the jotform with the information however the hidden box doesn't appear as its 'hidden' from the published view.
I have attempted to implement the hidden box widget on my form according to this post, but it is not working as I expected. On the form, I gave the hidden box a label of "Status" but on my submissions, the field is showing as "Type a question". How can I get the field to have the same label on both the form and the submission?
Is it possible to use dropdown values for approved / disapproved rather than have to type?
also; is it possible to notify with a text message?
Does this tool only work when using the all questions are listed on the same page format? I am having difficulty locating the hidden box tool when I am using the one question per page format. Any help would be greatly appreciated.
Appears jotform is now $19/month if you want more than 1 transfer. Where are the other options listed?
Is it possible to just send an e-mail to the approver for each submitted form with a link to the form and allowing the approver to approval or reject the form? Also, allowing the approver the capability of telling the submitter why their request was rejected.
This is the solution I am looking for.
I develop forms for others in the organization. Would I have to share the form with them so that they could use the hidden boxes to update the status? Currently, I only share submissions.
Then how do they make their money? As you know nothing is free in this life. No startup can live without an income, how do they survive without charging anything for their service?
It's great that there are no transaction fees, but what is the Dwolla business model that allows it to process payments without transaction fees and still make a profit?
It's great that you're expanding the options! Since some of my customers would prefer to use credit card rather than bank transfer, it would be nice to be able to offer Dwolla OR Authorize.net, etc. Any given form will only allow for one payment method at this time. Any workarounds to that?
Do clients need to join or can we use this simply as a credit card payment processor?
With Dwolla-Jotform --- no one mentioned if the payer can pay with his credit card. Or is this just for transfers from the payer's to the payee's bank account?
I'm a US company, but I sell internationally. Does your system convert currencies?
How secure is it? Safer to transfer to a credit card?
You guys are simply awesome! You're like fine wine, you get even better over time! Lol great job guys! Thank you. ...
THANK YOU, THANK YOU, THANK YOU! I have had a Dwolla account for years and always wished it could be connected to Jotform. Wishes do come true!! :)
To bring this home and make this fully understandable to the unfamiliar, can you provide a sample screen shot that the user (form filler / payer) would see. That would really help!
can i set up several Dwolla accounts for several clients?
Does this also work if I'm in Canada ?
Ola, precisamos de soluções para pagamentos no Brasil.
need a solution for France too !
I use Dwolla for payment for other platforms, and we love how it works!
need solution Turkish payments too
need a solution for Australian payments
This looks helpful but can I also hide a submit button beside the status field?
I have a 5 page form but need to add a status field to the top which could be updated quickly rather than paging through the whole form to reach the submit button at the end. Any advice?
HOW DO I GET THE SUBMISSIONS TO SHOW ON THE WEBSITE. THEY ARE TESTIMONIALS OF OUR PRODUCT
Is there a way to do a mass update to a hidden attribute such as status across multiple submissions? This would be useful rather than having to edit each record individually.
THANKYOU VERY MUCH FOR ALL
I do not see the Power Tools option any longer. I had it and used the Hidden option and used it on one of my other forms but now it doesn't seem to be available any longer??
Thank you very much, that's exactly how I've set the form until now.
The radio button would be faster as I should only click to set the status as "paid" instead of having to write it manually.
Thank you anyway for your reply.
How do I get a report to only show those that been approved using a hidden box.?