How to send a reminder for a form included in an approval flow?

  • CombuChef
    Demandé le 10 juillet 2023 à 09:05

    Bonjour,

    Nous tenons à vous signaler un problème quand à notre flux d'approbation "20221020 Mobilité P. - Kit". En effet certaines personnes ne reçoivent pas le dernier formulaire du flux se nommant "Mobilite P - Evaluation finale Mobilite".

    Pouvez-vous nous aider à régler le problème?

    Comment pouvons-nous envoyer un reminder depuis les formulaires svp ?

    En vous remerciant de votre assistance.



  • Rayzel Jotform Support
    Répondu le 10 juillet 2023 à 09:41

    Hi Carine,

    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 French language, we can forward your ticket to our French team. However, please note that it could take longer to receive a response.

    With that being said, let me assist you with your inquiry. I checked your account for the "20221020 Mobilité P. - Kit" form so I can check out the approval flow but unfortunately, I was not able to see any forms associated with the title provided. Can you please send us the form link so we can investigate more?

    I was able to clone the form 222904650392354 "Mobilite P - Evaluation finale Mobilite" but there was no approval flow associated with it. If it's reminder emails that you want to send out, you can use the Reminder Emails to send daily, weekly, or monthly reminder emails so you or your colleague won't forget to fill out a form. Let me show you how to set reminder emails for your forms:

    1. In Form Builder, go to the Publish tab in the orange navigation bar at the top of the page.

    2. Click Email on the left.

    3. Select the Schedule a Reminder Email option.

    How to send a reminder for a form included in an approval flow? Image 1 Screenshot 50

    In the Email tab, Here you will have the option to set the Email Subject and Email Content.

    How to send a reminder for a form included in an approval flow? Image 2 Screenshot 61

    In the Recipients tab, you can provide the address of where to send the email.

    How to send a reminder for a form included in an approval flow? Image 3 Screenshot 72

    The Schedule tab gives you options for when you send your reminder emails.

    How to send a reminder for a form included in an approval flow? Image 4 Screenshot 83

    Once you are done with setting up your reminder email, click on the Save button and you’re all set.

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