Help with Form Flow

  • pascohome2008
    Asked on June 28, 2024 at 6:48 PM

    I have set up an Approve or Deny Approval Flow to my form. If Approved, I want to send a follow-up form. Can you help and/or refer me to a video?


    Jotform Thread 16391061 Screenshot
  • Paolo JotForm Support
    Replied on June 28, 2024 at 7:59 PM

    Hi Pascohome2008,

    Thanks for reaching out to Jotform Support. You can send a follow-up form to the submitter whether it's an approval or denial. Let me show you how:

    • In Approvals, click on the Add Element menu on the left side of the page. 
    • Click on an element to add it to your approval flow. 
    • To connect them easily as an outcome of a decision, hover your mouse over the Approval Decision Email and click on the + button and drag and drop it onto your element.

    Help with Form Flow Image 1 Screenshot 30

    You can include an edit link in your denied email so that the submitter can make the changes if needed and resubmit your form. Let me provide the steps:

    • Hover your mouse over the email you want to customize, and then click on the Letter icon
    • Under the Email tab, click on Add Form Fields and select Edit Link. Then, click on Save.

    Help with Form Flow Image 2 Screenshot 41

    Check out this guide on How to Create an Approval Flow With Jotform Approvals

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

  • pascohome2008
    Replied on June 29, 2024 at 9:41 AM

    Thank you for your help. It looks like I had too much in the form flow. I did not need the "end". I really appreciate the guidance.


 
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