Approval flow Enterprise account

  • Adriana Lopez
    Asked on August 2, 2024 at 3:06 AM

    Hi team. So I have a form built in JotForm. I would like to have each submission as a PDF after approval.

    At the moment I haven't found the way to get a PDF with all the fields that I need showing on the form AFTER approval. How can I achieve this?

  • Cecilia JotForm Support
    Replied on August 2, 2024 at 3:42 AM

    Hi Adriana,

    Thanks for reaching out to Jotform Support. Can you send the form URL, so I can check your approval flow? You can achieve this by turning on an option in your approval flow. Let me show you how to do it:

    1. In My Approvals, click on the Email element, select Settings.

    2. Click on the Advanced tab.

    3. Toggle on Send Submission PDF's option, click on Save.

    Approval flow Enterprise account Image 1 Screenshot 20 Give it a try and let us know how it goes.

  • Adriana Lopez
    Replied on August 5, 2024 at 2:37 AM

    Hi Cecilia, thank you. I have done what you have recommended but the PDF does not show all the fields which are all relevant for the request to be processed.

    What do I need to do for the PDF form to show all the fields? I have tried PDF editor but still not working.

    URL to my form: https://murrayzircon.jotform.com/241551541538051


    Thank you

  • Cecilia JotForm Support
    Replied on August 5, 2024 at 2:47 AM

    Hi Adriana,

    I see that you have an Enterprise account, which means that we have a dedicated Enterprise Support Team to help you. We have a guide that explains how to create a ticket for Enterprise Support here. Please create a ticket there and someone from the Enterprise Support Team will get in touch with you shortly. 

    Thanks for your patience and understanding, we appreciate it.