¿Cómo puedo crear una aprobación donde hasta después de haber pasado por la aprobación la información del formulario se traspase a la tabla de e

  • maheletcer
    Fecha de consulta 2 de octubre de 2023, 13:50

    Tengo la integración de excel a mi formulario pero quiero que antes de que esa información se guarde en la tabla, sea aprobada para que se pueda registrar ahí. O si eso no es posible entonces que aparezca una celda donde cada registro que se haga aparezca si está aprobado o rechazado.

  • Ryan Jotform Support
    Fecha de respuesta 2 de octubre de 2023, 17:21

    Hi Mahelet, 

    Thanks for reaching out to Jotform Support. I'd like to let you know that I am using a translation tool to provide assistance, but if you would prefer to get assistance in the Spanish language, we can forward your ticket to our Spanish team. However, please note that it could take longer to receive a response.

    With that being said, let me assist you with your inquiry. Unfortunately, yes, that is not possible as integration will be triggered once the form is submitted. If you want to create approved or rejected data in your form submission table, you may need to add this directly to your form as a form field. After that, once an Approver approves or rejects a submission, they need to edit the submission and fill out the Approved or Rejected field so that it will be part of the submission data. The Approver can edit the submission by adding an Edit Link to the Approval Email. Let me show you how:

    1. In your Approval Workflow, select the Approval Email and click the Gear icon to open its properties.
    2. Under the General tab, click the Edit button in Customize Approval Request Email.

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    3. Under the Email tab, click Form Fields and select Edit Link.

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    4. You will then see the edit link in your Email Content. After that, click Save.

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    You may also check the related guides below:

    Let us know if there’s anything else we can help you with.