FLUJOGRAMA DE APROBACIONES

  • sgsst_proyectos
    Fecha de consulta 15 de mayo de 2024, 18:00

    Cordial Saludo,

    Tengo un formulario que esta con adiccion de los campos en PDF, y este esta divido en 3 partes quisiera saber si lo puedo registrar como un flujo grama de aprobaciones pero que cada una de de estas 3 partes lo puedo editar con respuesta llenando el pdf


    Parte 1 Datos de la persona que solicita el servicio

    Parte 2 Datos de solucion por parte de un proveedor que le pueda llegar este formlaurio lo revise y lo reenvie

    Parte 3 Cierre de la solicitud con cierre.

    Esto lo podre hacer con el flujograma de aprobaciones




  • Rene Jotform Support
    Fecha de respuesta 15 de mayo de 2024, 20:58

    Hi sgsst_proyectos,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. 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 Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, coming back to your question, you can easily allow approvers to edit submissions and fill their own fields in the form, for this, you can add the edit submission URL in the approval email. The approver can open the edit submission link and fill in its fields.

    • Go to the Approval Builder section, and click on the gear icon to open Approval properties.
    • Click on Edit email to add an edit submission link to the email body

    FLUJOGRAMA DE APROBACIONES  Image 1 Screenshot 20

    In the Approval email popup, click on Form Fields and add an edit link in the email.

    Approval Flow: Allow multiple people fill out the form Image 2 Screenshot 51 Screenshot 31

    You can then add multiple Approval elements in the approval flow so that the submission can be approved/edited by multiple people. Check out this guide about How to Create Multistep Approvals in Jotform Approvals.

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