Fluxo de Negociação

Será que eu consigo fazer este Fluxo todo dentro do Jotform?

Eu tenho uma tabela com números de processos judiciais e cada processo existem duas propostas.

1. Advogado 1 insere a tabela (imagem) no Jotform;
2. Advogado Externo acessa um formulário, seleciona o número do processo da tabela (Coluna A), anexa documentos no formulário e envia;
3. Advogado 1 confere os documentos enviados, se estiverem corretos, envia o Valor da Proposta 1 (Coluna D). Se os documentos não estiverem corretos, pede para o Advogado Externo ajustar/reenviar os documentos;
4. Advogado Externo aceita Proposta 1, e recebe o Link da Minuta (Coluna F). Se ele NÃO aceitar, recebe o valor da Proposta 2 (Coluna E). Se ele aceitar, recebe o Link da Minuta, se ele não aceitar, recebe uma mensagem de agradecimento

Hi Bichara_Advogados,

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. To clarify, is the external Lawyer going to be able to view all information in the table, or is this only information the first lawyer can access? Additionally, is each PDF link unique to the case number?

Oncer we hear back from you, we'll have a better idea of how the form and approval flow should look.

Now, let me help you with your question. To clarify, is the external Lawyer going to be able to view all information in the table, or is this only information the first lawyer can access? O Advogado Externo não pode visualizar todas as informações da tabela, apenas o número do caso

Additionally, is each PDF link unique to the case number? Sim, cada link é exclusivo para o número do caso.

Hi Bichara_Advogados,

Thanks for getting back to us. I've created a demo form which includes a sample flow based on an uploaded table and information the user submits. To pull data from the table, you'll use the Spreadsheet to Form widget. There are hidden fields on the form to pull the data from the spreadsheet, including proposal amounts and two sample PDF links:

After creating the form, I then set up the approval flow. Let me show you how I accessed this:

1. In Form Builder, click on Settings in the orange banner.
2. Next, click on Approval Flow on the left hand side.
3. Finally, select Create New Approval Flow.

In the approval flow, I set up several email blocks with the amounts for Proposal 1, Proposal 2, and the PDF Link.

Let me show you how I edited the email for the first proposal amount:

1. In the Approval Flow, click on the Approval Block you'd like to edit.
2. Next, click on the gear icon and select Edit Email from the right-hand side of the page.
3. In the email pop-up, remove unnecessary fields for the first approval email.
4. Now, add the recipient email field by clicking Recipients.
5. Finally, click Save to save the email.

If you'd like to test the approval flow and the form settings, you can clone my demo form using the URL. This guide will show you how to set that up.

Let us know if you have any questions or if there's anything else we can help out with.