Send out the form with the customer's name filled in and approve

  • clientdiscord23
    Perguntado em 13 de julho de 2023 às 01:48

    Olá gostaria de saber se é possivel, eu criar um formulario com assinatura onde eu envio para o cliente ele assina salva e depois eu concluo o formulário e envio

    Para melhor entender

    Eu gostaria de mandar o formulário já com o nome preenchido do cliente e ele só assinar salvar, depois eu entro no formulário confiro se ele assinou certo, dai sim envio ele para conclusão

  • Bella Jotform Support
    Respondido em 13 de julho de 2023 às 04:15

    Hi clientdiscord23,

    Thanks for reaching out to Jotform Support. Unfortunately, our Portuguese 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 Portuguese, 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, let me help you with your question. If you'd like to send out the form with the customer's name filled in, you can prepopulate fields to your form via URL parameters. Check out the screencast below:

    Send out the form with the customers name filled in and approve Image 1 Screenshot 40

    Then, you can create an Approval Flow in Jotform. To create an approval flow from the form you’re editing,

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
    2. Go to Approval Flows on the left and click Create an approval flow.

    Steps to create an approval flow in Jotform Form Builder Screenshot 51

    This is an example of Approvals:

    Send out the form with the customers name filled in and approve Image 2 Screenshot 62After setting the approvals, you can also track the approval in Jotform Tables when a team member submits the form.

    Check out the screencast below to see how it works:

    Send out the form with the customers name filled in and approve Image 3 Screenshot 73

    You may also want to check out What is Jotform Approvals and Set Up an Approval Element.

    Give it a try and reach out again if you have any other questions.