Approvals: How to use the same form multiple times in one approval flow?

  • acoyan
    Asked on July 1, 2024 at 9:35 AM

    Is there a way to use the same form in multiple approval flows or to use the same form multiple times within one approval flow? I have an application form that needs to be linked to a recommendation form in my approval flow, but I need to be able to assign it to more than one person based on the response from the application form.

    I've attached an image for what I am currently doing to solve this issue, but it would be much better if I could just have one recommendation form instead of two separate forms. It's a little clunky using the two different forms.

    Jotform Thread 16436001 Screenshot
  • Lorevie JotForm Support
    Replied on July 1, 2024 at 9:49 AM

    Hi Alicia,

    Thanks for reaching out to Jotform Support. I'll need some time to look into this. I'll get back to you as soon as I can.

    We appreciate your patience and understanding.

  • Lorevie JotForm Support
    Replied on July 2, 2024 at 8:39 AM

    Hi Alicia,

    Unfortunately, it's not possible to use the same form multiple times within one approval. As I see, currently, this is the best set up for your workflow. If you want to have a way of connecting the submission from the main form with the submission from the recommendation form, I suggest adding the Unique ID widget. This will let you add custom unique IDs to your form submissions. Let me walk you through it:

    1. In the Form Builder of your “General Scholarship Application” form, click on the Add Form Element on the left side of the page.
    2. From the Widgets tab, search for Unique ID. Approvals: How to use the same form multiple times in one approval flow? Image 1 Screenshot 80
    3. Click on the Gear icon of the widget.
    4. From the General tab, you can customize your Unique ID. You don't have to hide this field because this is automatically hidden. Approvals: How to use the same form multiple times in one approval flow? Image 2 Screenshot 91

    Now, add a short text field to your two “Recommendation” forms. Let's do it:

    1. In the Form Builder, click on the Add Form Element on the left side of the page and select Short Text from the Basic Element.
    2. Click on the Gear icon, and enter the Field Label from the General tab.
    3. From the Advanced tab, toggle Hide Field. Approvals: How to use the same form multiple times in one approval flow? Image 3 Screenshot 102

    Let's prefill this short text field from the Unique ID that's been added to your main form:

    1. In the Jotform Approvals of your "General Scholarship Application” form, click on the Gear icon of the Form element.Approvals: How to use the same form multiple times in one approval flow? Image 4 Screenshot 113
    2. From the Prefill tab, go to Match Fields section and click on Add Field.
    3. Click Select Source field on the left side, then select Unique Id.
    4. Click Select form field on the right side, and select ID. This is the “Short Text” field that's been added.
    5. Click on the Save button once done. Approvals: How to use the same form multiple times in one approval flow? Image 5 Screenshot 124
    6. Do the same guide on the second “Recommendation” form.

    Here is the result:

    Approvals: How to use the same form multiple times in one approval flow? Image 6 Screenshot 135

    Approvals: How to use the same form multiple times in one approval flow? Image 7 Screenshot 146
    Give it a try and let us know how it goes.

 
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