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RiveraEdwinFecha de consulta 18 de julio de 2024, 18:52
jotform tengo un formulario que funciona de la siguiente manera con flujo de aprobación: un usuario llenar un formulario de permiso, y declara su correo electrónico para que se adjunte un pdf de respuesta ósea el formulario lleno, el flujo de aprobación se activa con el correo del Jefe inmediato donde presenta las opciones aprobar y rechazar, mas la solicitud de la firma, si este es aprobada se envía el pfd con la autorización del jefe inmediato, y este debe de aprobar, sen enviara a los 3 correos el pdf del formulario autorizado
jotform I have a form that works as follows with approval flow: a user fills out a permission form, and declares their email so that a pdf response is attached, the form is filled out, the approval flow is activated with the email from the immediate boss where he presents the options to approve and reject, plus the request for the signature, if this is approved, the pdf is sent with the authorization of the immediate boss, and he must approve, the pdf of the authorized form will be sent to the 3 emails
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RiveraEdwinFecha de respuesta 18 de julio de 2024, 18:57
Perdón mi pregunta es: el flujo de aprobación no me envía el pdf a las 3 personas con el aprobado
Sorry, my question is: the approval flow does not send me the pdf to the 3 people with the approved
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Marehlene_BFecha de respuesta 18 de julio de 2024, 21:31
Hi RiveraEdwin,
Thanks for reaching out to Jotform Support. Our Spanish Support agents are busy helping other Jotform users right now, so 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, it might take a while until they're available again.
Now, coming back to your question, can you explain a bit more about your approval flow? Because the PDFs will only be sent if the results are denied. So, if the approver clicks "deny" in the approval email, the PDF will be issued at that moment.
Once we hear back from you, we'll be able to help you with this.
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RiveraEdwinFecha de respuesta 19 de julio de 2024, 10:37
Good morning, yes, in fact what I am looking for is to clarify if I should do it like this, the flow should go like this: the user fills out the permit and enters his data and his email, said sending must be filled out by the immediate boss, who approves , you should send a notification with the pdf of approval, and send the pdf to the immediate boss and HR, HR must approve and once this is done, you must send the approved PDF to the 3 involved
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Adrian Besilla Jotform SupportFecha de respuesta 19 de julio de 2024, 12:58
Hi RiveraEdwin,
I can see that you have already set up the work plan you've sent for the approval flows you want to implement in your form. If you encountered an issue with it, can you take a screenshot of what’s happening and send it to us? We’ve got a guide here that’ll show you how to do that.
Once we hear back from you, we'll be able to move forward with a solution.