How to add field in approval email?

  • Casa_Fitness
    Perguntado em 23 de novembro de 2023 às 09:31

    Olá bom dia!

    Como vai?

    Gostaria de acrescentar um campo de lista no e-mail de aprovação. Seria possível?

    How to add field in approval email? Image 1 Screenshot 20

    Seria junto com esse botões de aprovar e negar.

  • Israel Jotform Support
    Respondido em 23 de novembro de 2023 às 09:39

    Hello Casa_Fitness,

    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.

    To add a field to your approval email, you need to edit it by accessing its properties. Here’s how to do it:

    • In Approvals, click on the approval you’d like to edit and select the Gear icon to access Approval Properties.
    • Click on the Edit button next to Approve request email.
    • Add more rows by clicking on the table and selecting Insert row after or Insert row before.
    • Add the form fields you’d like by clicking on the Form Fields dropdown menu at the top of the Email content box. Click on Save. That’s it.

    How to add field in approval email? Image 1 Screenshot 20

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

  • Casa_Fitness
    Respondido em 23 de novembro de 2023 às 10:14

    Não é em isso que eu pensei, a ideia é que apareça algo tipo assim na aprovação:
    How to add field in approval email? Image 1 Screenshot 20

    então, antes do aprovador aprovar, ele devera preencher um campo de lista.

  • Silvano Jotform Support
    Respondido em 23 de novembro de 2023 às 12:31

    Hi Casa_Fitness,

    Thanks for getting back to us. Unfortunately, this is not possible, as a workaround what you can do is add a submission edit link on the Approval Email that will be sent to the Approver so he could fill out additional fields in the form that are meant for Approvals etc.

    For this, you can hide the fields which will be required by approvers to fill out. Go to field settings under Advanced tab you can hide the field.

    1662497570 6317b3220b57f hidefields Screenshot 10 Screenshot 20

    After that add a Get Form Page URL Widget on your form then hide that field. Go to Form elements under the Widget tab search for get page URL and add it to your form.

    1662497688 6317b398bb8a1 addgetpageurl Screenshot 21 Screenshot 31

    Add a Show/Hide field Condition wherein if the Get Form Page URL field contains the word "edit", it will show the multiple hidden fields that the approver will fill out.

    1662497866 6317b44a31b99 showmultiplepfi Screenshot 32 Screenshot 42

    Then, in the approval flow approver email add the edit link. Pn email received, Approver will click that edit link and fill out the required shown fields. Please check the screencast.

    How to add field in approval email? Image 1 Screenshot 53

    That's it. Let us know if you have any other questions.