How do I carry out an approval process on my form?

Aproveitando Eduardo, eu tenho uma outra dúvida: no fluxo do nosso formulário, nas primeiras etapas, a pessoa vai inserir seus dados pessoais, e esses dados serão enviados para o banco de dados do banco. Na próxima página do formulário, irá aparecer uma mensagem que o cadastro da pessoa foi aprovado (isso será feito a partir desse banco de dados), caso contrário, aparecerá uma mensagem que foi reprovado.

Dito isso Eduardo, gostaria de saber se é possível e como poderia fazer isso no formulário por aqui. Se precisar de mais alguma informação, pode me falar, que vamos trocando ideia.

Tenha um ótimo resto de dia, e até mais!

Olá Roberto,

Obrigado por entrar em contato com o Suporte Jotform. Seria necessário que a resposta do formulário passe para seu banco de dados ou é possível que dentro do próprio formulário, a gente inserisse condições para a aprovação/reprovação da pessoa? Digo isto pois utilizando nosso sistema de aprovação baseado em condições, conseguiríamos realizar este processo baseado nas respostas dadas pela pessoa dentro do próprio formulário e assim, simplificando o processo.

Também temos um guia sobre nosso sistema de aprovação baseado em condições que você pode conferir

Se não é exatamente isso que você procura, pode explicar um pouco mais para que eu possa ajudá-lo melhor?

Após recebermos uma resposta sua, teremos uma ideia melhor do que está acontecendo e como ajudar.

Olha Eduardo, esse sistema de aprovação é uma possibilidade que posso levantar para o pessoal aqui. No caso atual, os dados do formulário serão enviados para o sistema do nosso cliente, e a mensagem de aprovação ou reprovação, que irá aparecer na próxima página do formulário, será feita de acordo com o retorno do sistema.

Espero que eu tenha conseguido esclarecer um pouco para você Eduardo, mas caso contrário, só me avisar, que a gente vai conversando por aqui. Valeu!

Hi Roberto,

Thanks for reaching out to Jotform Support. Our Portuguese 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 Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back, I'm glad that the Jotform Approval is a possibility that you can raise with the people on your end. Jotform Approval can be used when someone fills out a form, your form can send an email regarding the Approval or Disapproval based on what the form owner selected in the Approval Flow. If you already created a form with Jotform Approvals and you have questions about it, feel free to reach out again if you have any questions or if we can help you in any other way. We also have a guide about What is Jotform Approvals and How to Set up an If-Else Condition Element with Jotform Approvals.

Let us know if there’s anything else we can do for you.

Hello Jefferson.

Thank you very much for your explanation about Jotform Approvals. I was able to understand in more detail about this solution.

One question I would like to ask, Jefferson: the form data will be sent to our client's system, and the approval and disapproval message, which will appear on the next page of the form, will be made according to the system's feedback. My question would be to see a possibility of doing this in Jotform.

Well, I hope I was able to provide information to help you. If you need anything else, feel free to ask me. Have a great day!

Respectfully.

Hi Roberto,

You can use the condition Change Thank You Page to display the appropriate page after submitting a form. Here's how to do it:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

2. Click on Conditions on the left side of the screen.

3. Select Change Thank You Page.

4. Select the appropriate field for If.

5. Select the appropriate option for State.

6. Select Show Custom Message for Do.

5. Customize the message and click on Save.

Another option is to use Skip To/Hide a Page to redirect a user to an Approval or Disapproval page based on the condition. Here's how to do it:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

2. Click on Conditions on the left side of the screen.

3. Select Skip To/Hide a Page.

4. Configure the condition similarly as shown in the screenshot.

5. Click on Save.

We also have a guide about Conditional Logic for Online Forms that you can check out.

Give it a try and let us know how it goes.

Hi Christopher, thank you very much for your help!

In our case, the person fills out the form, and this response goes directly to our client's system. Based on this form data, the system will approve or reject the person's registration. The next page of the form will return the system's response (approved or disapproved).

In this case, Christopher, I would like to know how we can do this in Jotform. If you need more information, feel free to ask me.

Respectfully.

Hi Roberto,

Thanks for getting back to us. You can create a form where a user of your form fills out the form and their form submission will be saved. Then, based on the information that was submitted, you will now have the option to approve or disapprove it. Here's how to do it:

1. In Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
2. Click on the Approval Forms tab on the left side of the page.
3. Click the + Create Approval Flow button on the right side of the Approval Flow window.
4. In Jotform Approvals, click on the + Add Approver Email button then add the email address of the user that will approve or disapprove the submission.

Here's a sample output where a user fills out and submits a form and the approver will receive an email notification where they can approve or disapprove the submission. Please see the screencast and screenshot below:

We also have a guide about What is Jotform Approvals and How to Set up an If-Else Condition Element with Jotform Approvals that you can check out.

Give it a try and let us know how it goes.

Hello Jefferson.

I talked to my team, and we would like to confirm a few things: instead of having "+Add Approver Email Button" there in the flow, could we put our client's database system in?


Furthermore, instead of a person approving or disapproving the registration manually (as show in the image, which is done in email), the client's system would do this automatically.

The flow of the form, which they gave me, would be like this, Jefferson:

- page 1: the person will fill out the form with their data;
- this data will be sent to the client's system, and the system itself will automatically approve ou disapprove the registration;
- page 2: this page of the form will show the message that approved or disapproved the registration, according to the system's response in the previous step (all of this would be done automatically).

I hope the information was enough to help you. If you need more information, feel free to ask me, Jefferson.

Respectfully.

Hi Roberto,

Thanks for getting back to us. Can you please explain a little bit further about the basis of the approval or disapproval of the registration? Also, please note that an approver must manually approve the registration through email, and the approval message will only be sent in the user's email, not in the same form the user is currently in.

Let us know if you have any other questions.

Hi Jefferson.

Sure! Based on the person's registration (e.g. name, CPF, etc.), the bank's system, which is our client, consumes the IT data available on the market. With this data available, the bank's system will analyze the person's profile. Afther this analysis, the system will approve or disapprove the release of the person's bank account.

In other words, all of this would be done automatically. Both the analysis by the bank's system and the response that would appear on the form after the system returned.

I hope I managed to explain it to the best of my ability, Jefferson. If you have more questions, or need more information, feel free to ask me.

Thank you very much for your help and attention.

Hi Roberto,

Thanks for the feedback. Unfortunately, we do not have direct bank system integrations in our form that will perform this automated approval. You can refer to our available integrations page that you may use for your form, or use our Jotform API to connect to your existing bank system.

Let us know if you have any other questions.

Hmmmmm I understand, all right then. I will pass this information on to the team.

Thank you very much for your help and attention, Jefferson. Have a great day!