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acoyanAsked 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.
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Lorevie JotForm SupportReplied 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.
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Lorevie JotForm SupportReplied 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:
- In the Form Builder of your “General Scholarship Application” form, click on the Add Form Element on the left side of the page.
- From the Widgets tab, search for Unique ID.
- Click on the Gear icon of the widget.
- From the General tab, you can customize your Unique ID. You don't have to hide this field because this is automatically hidden.
Now, add a short text field to your two “Recommendation” forms. Let's do it:
- 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.
- Click on the Gear icon, and enter the Field Label from the General tab.
- From the Advanced tab, toggle Hide Field.
Let's prefill this short text field from the Unique ID that's been added to your main form:
- In the Jotform Approvals of your "General Scholarship Application” form, click on the Gear icon of the Form element.
- From the Prefill tab, go to Match Fields section and click on Add Field.
- Click Select Source field on the left side, then select Unique Id.
- Click Select form field on the right side, and select ID. This is the “Short Text” field that's been added.
- Click on the Save button once done.
- Do the same guide on the second “Recommendation” form.
Here is the result:
Give it a try and let us know how it goes.