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GrayAcademyAsked on May 17, 2022 at 10:45 AM
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Girish Enterprise SupportReplied on May 17, 2022 at 10:51 AM
You can set up an approval flow on your form: https://www.jotform.com/help/1412-how-to-create-an-approval-flow-in-jotform/.
This can be integrated with the form.
Please check this and let us know if that helps.
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GrayAcademyReplied on May 17, 2022 at 11:14 AM
I checked this out but I have a few questions: our form requires more than one person to approve before it goes to the next step.
Do I add each person separately to the approval process?
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Richie JotForm SupportReplied on May 17, 2022 at 11:52 AM
Hi GrayAcademy,
You may create multiple approval step before sending the email and add each approver to the approval.
You may check this guide in creating a multiple approval step flow.
Let us know if you have further questions.
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GrayAcademyReplied on May 19, 2022 at 4:02 PM
It's a bit more complicated than that. I saw there are conditional if/else aspects we can add as well. If a high school teacher fills in the form it has to go to that principal and if an elementary teacher fills in the form it goes to a different principal. I tried the if/else but I'm not sure I did it correctly.
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Jovanne Support Team LeadReplied on May 19, 2022 at 6:00 PM
Hello GrayAcademy,
Please allow me some time to conduct some tests. I will get back to you shortly.
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Jovanne Support Team LeadReplied on May 19, 2022 at 6:09 PM
Hello GrayAcademy,
Thanks for patiently waiting. You can follow these steps to send an approval email to a specific principal (elementary/highschool):
- Add the fields you want to your form and a Dropdown field with Highschool, and Elementary options.
- Add an Email Field for displaying the email of the principal.
- Add two Update/Calculate Field conditions to populate the Email field we have added for the principal email address. Do this on both high school and elementary principals.
- On your Approval, change the Approver Email to the Email field where the principal email is reflected. To do that, please click the Form Fields link beside the Approver Email label.
After doing so, please send a test submission on your form and check if this fits your requirement.
Here is the link to my demo form.
Give it a try and reach out again if you have any other questions.