Workflow for a Form filled by multiple people

  • Erica_Barnes_ebarnes
    Asked on July 15, 2025 at 4:02 PM

    I have a termination checklist I need filled out by certain departments in a particular order and I cannot get the workflow correct.

    I need to initiate the checklist when I'm informed of a termination of an employee via email, so I will need to send the checklist to be filled out by the manager first, followed by HR, then IT.

    Please take a look at my form and let me know the best way to set up the desired workflow so that all departments complete the checklist in order and HR gets a final copy when all departments are finished. It would also be great to get a reminder if a department hasn't completed it in a timely manner.


  • Jonathan JotForm Support
    Replied on July 15, 2025 at 4:22 PM

    Hi Erica,

    Thanks for reaching out to Jotform Support. I cloned your form, and I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

    In the meantime, let us know if you have any other questions.

  • Jonathan JotForm Support
    Replied on July 15, 2025 at 6:40 PM

    Hi Erica,

    You can clone my test form here to better review it in your Form Builder. Check out the guide about How to Clone an Existing Form From a URL.

    I created the parallel workflow for the three departments, and HR is the last Approver. Check out the screenshot of the Workflow below.

    Workflow for a Form filled by multiple people Image 1 Screenshot 20

    Give it a try and let us know if you need any more help.