Is there a way for a form to be approved by the people who receive notifications?

  • GrayAcademy
    Asked on May 17, 2022 at 10:45 AM
    Also, is there a way for a form to be approved by the people who receive notifications? This is also for the absence form; the principal has to approve the request and we would like to have that integrated into the form if possible.
  • Girish Enterprise Support
    Replied 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.

  • GrayAcademy
    Replied 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?

  • Richie JotForm Support
    Replied 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.

    1652802615 6283c43705ce2  Screenshot 10

    You may check this guide in creating a multiple approval step flow.

    Let us know if you have further questions.


  • GrayAcademy
    Replied 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.


  • Jovanne Support Team Lead
    Replied 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.

  • Jovanne Support Team Lead
    Replied 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.

    1652997831 6286bec77bb9a  Screenshot 10

    • Add an Email Field for displaying the email of the principal.

    1652997889 6286bf01e59b8  Screenshot 21

    • 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.

    1652997997 6286bf6d3d666  Screenshot 32

    • 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.

    1652998112 6286bfe05b59b  Screenshot 43

    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.