Status do Workflow não altera manualmente

Olá, boa tarde.

Tenho um workflow onde, ao finalizarmos a solicitação do cliente, encaminhamos um formulário para que ele possa avaliar o nosso atendimento. No entanto, dentro desse fluxo, ao enviarmos o formulário, o status do processo deve ser alterado de "Em andamento" para "Finalizado".

Realizei alguns testes, inserindo a alteração para 'FIM' após o envio do formulário, mas não obtive sucesso. O status "Em andamento" continua sendo mantido.

O que preciso é que, ao enviar o formulário para o cliente, ele permaneça ativo para respostas (ou seja, mantenha o vínculo com a solicitação atual) e que o status do workflow seja alterado para "Finalizado", mesmo que o cliente não tenha respondido.

Você poderia verificar esse ajuste, por favor?

Agradeço desde já.

Hi rca_administracao,

Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back to your question, unfortunately, when you add a form to the workflow it needs to be submitted for the automation to be marked as complete or to proceed with the next step. As a workaround, you can add the link of your Feedback form to an Email block. It's really easy to do. Let me show you how:

1. In Workflow Builder, click on Add Element menu.
2. Scroll the list and add an Email block to your workflow and select the Email icon.
3. On the Email Content, add the link to your feedback form and click the Save button.
4. Connect the Email block to your Workflow.

Your form fillers can fill it the feedback form by clicking on the link to the email, and the submission is not required for the workflow to be mark as completed. Your form fillers will be able to receive an email like this:We also have a guide here that you can check out to learn more about How to Add and Connect Elements in Jotform Workflows.

Give it a try and reach out again if you have any other questions.

Hello Reymae, good morning. I hope you're doing well.

Thank you very much for your response. However, I have a question. One of the reasons I chose the form option was the ability to pre-fill certain fields with data from the original form. In other words, when the user clicks to respond to my form, it already comes with the main data pre-filled based on the information previously entered.

With the solution you suggested, where the link is sent directly via email, is there any way to maintain this automatic pre-filling? This is a satisfaction survey form and it is not mandatory, so I wouldn’t want the client to have to re-enter their personal information in order to link the data.

Could you help me with this?

Thank you in advance!

Hi rca_administracao,

You can Transfer Data From One Form to Another via URL. Assuming that the fields in the second form are already filled in the first form, you can transfer them all by adding the field's unique name in the prefilled link. It's really easy to get the field's unique name. Let me show you how:

1. In Form Builder, select your form field and click the Gear icon.
2. Go to Advanced tab and click the Field Details to get the Unique Name.

Do this for the first and second form to all the form fields you need to transfer. Then you can add these fields to your URL. For this demo, I will only pass the Employee Name, and Contract Being Worked On fields.

Form A Unique IDs:

name[first]



name[last]



email

Form B Unique IDs:

name{first}



name{last}



email

The URL to transfer the data should be like below:

FormBLink?FormAfield={FormBfield}

We use ? to separate the form link from the fields and & to separate each fields. For this demo, I will be using this:

https://form.jotform.com/250648072353961?name[first]={name:first}&name[last]={name:last}&email={email}

You can add more fields to the URL as long as the fields from first form and second form are matched. You can test my demo form here by adding your email address on the Email field.

Give it a try and let us know if you need any other help.