Hierarchy of editing the form through Approval Workflow

https://form.jotform.com/241640395607054

I am sharig with you form url. in shared form i am capturing three mail id.

First teacher, second supervisor and third principal.

So i want after filling form teacher form detail received by him but not get editable link.

After filling teacher detail detail editable form link should be deliver to his supervisor only.

and after filling his supervisor, then same editable form link should be deliver to Principal.

and After filling same form PDF should be deliver to HR.

Pls suggest for this flow.

Hi lotuspetalwss,

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

Thanks for patiently waiting, we appreciate it.

Hello,

To create a workflow where a form is filled out sequentially by a teacher, supervisor, and principal, with a final PDF sent to HR, you can use a form builder with workflow automation features. Enable entry link sharing to send view or edit links after submission, and set up conditions to control the flow of the form between the parties. After the principal’s submission, configure the form to generate and send a PDF to HR. For detailed setup, refer to the documentation of the form tool you’re using.

https://www-mypascoconnect.com

Regards

Hi lotuspetalwss,

We can utilize the Approval Workflow to send an approval request email with the edit link so they (Supervisor and Principal) can edit the form. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. Click on Approval Flows on the left side of the screen.
3. On the middle part of the page, click on Create Approval Flow.
4. A basic Approval Workflow will be created. Since we'll create a different flow, delete all elements except the form at the top. Click on the element and click on the trash icon to delete.
5. On the top left, click on Add Element.
6. Add two Approval elements for Supervisor and Principal
7. Add a PDF element for HR.
8. We are now ready to configure the Approval element. Click on the Approval element and click on the gear icon on the right side.
9. On the right panel, set the Approver to the Supervisor's email field and Principal's email field for the 2nd approval element. Click on Form Field to bring up the email field.
10. Scroll down a little bit and click on Edit Email.
11. On the email template and the blue navigation bar, click on Form Fields.
12. Select Edit Link on the options below.
13. Finally, click on the green Save Button.

For the PDF element, you can set the recipient (HR) by clicking the PDF element and gear icon on the right side. Then you can select the PDF document to be sent:

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