Approval Flow: how to send another form to assignee after the approval.

Hallo,

kann ich bei dem Formular einen Teil mit Bewertungen erstellen, der nicht von einem Mitarbeiter ausgefüllt wird, der das Formular ausfüllt. Sondern beim Absenden des Formular wird der 2. Teil mit den Bewertungen an den Projektleiter weitergeleitet?

Hi MONDO_CONSULTING,

Our German 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 German, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back to your question, I understand that this is taking longer to solve than expected. I need just a bit more time to come up with a solution. I’ll get back to you as soon as I have one.

Thanks for your patience, we appreciate it.

Hi MONDO_CONSULTING,

To make the manager continue filling out the form, you can use Approval Process Workflow, let me show you how:

1. In Form Builder, click on the Downward icon on the top left.

2. In the menu that comes up, click on Workflow Builder.

3. Now, under the Workflow Elements, click on Approval and connect it with your flow.

4. Drag and drop an arrow from Approval and click on Select an Outcome and click on Approve.

5. Then, drag and drop a Form on the left.

6. Click on Complete Settings.

7. Select the form you want to send it to manager. For this case, I cloned the first form

8. At the bottom, enter the manager's email into Assignee Email Address.

9. Click on Prefill tab and click on Prefill Form Fields toggle.

10. Then, Select the Source Form to Get the Data Form, click on the clone form.

11. Check the Match Fields and click on Save.

12. Now, click on End on the left and add it to your flow.

This workflow allows you to send another form to assignee after it gets approved. The second form will come as prefilled, so manager can see and evaluate it. In the second form, you can add ratings which will be filled via manager. Let me show you how:

1. In the second form, scroll down and click on Add Element on the left.

2. In the menu that comes up, scroll down and add Star Rating.

3. Lastly, Click on the Star Rating and name it.

Give it a try and let us know if you have any other questions.