Help creating a successful workflow

  • teamranddouglas
    Asked on May 8, 2025 at 2:56 PM

    How can I create a workflow with https://www.jotform.com/build/251274745286161 as the starting point, for the request for repairs so that I fill in some fields first, then it goes to both the PM and DI, where PM responds/fills in fields, and DI comments/fills in other fields, then it goes to LA to comment/fills within the form fields, not via email, Also the DI needs to know what the LA comments, so DI needs to be notified as well. I ran this through your Ai tool, but it was not helpful unfortunately.

  • Jonathan JotForm Support
    Replied on May 8, 2025 at 3:39 PM

    Hi teamranddouglas,

    Thanks for reaching out to Jotform Support. I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

    In the meantime, let us know if you have any other questions.

  • Jonathan JotForm Support
    Replied on May 9, 2025 at 4:58 PM

    Hi teamranddouglas,

    I've completed the workflow template. You can clone the template at Request for Repairs Workflow, and add it to your form.

    Help creating a successful workflow Image 1 Screenshot 30

    The only requirement that you need to set up in your form is to set the default value for Workflow Stage element to Step 1 - LM.

    Help creating a successful workflow Image 2 Screenshot 41

    Reach out again if there’s anything else we can help you with.

  • teamranddouglas
    Replied on May 9, 2025 at 5:10 PM

    Thanks so much, Jonathan!

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