TOPIC:

Approval Process 3 weeks 5 days ago #245080

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  • nicko22
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Hi Team,

I've been trying to adapt a script to help our charity with approving new documentation but struggling a little bit.

The high level process of we want to do is:

Input Form:

name: text box
email: text box
location: Drop down selection box
date: date field
document: upload document
notes: text paragraph to free type extra info

Submit - Sends email to approver

Approver:
Reviews form
Completes feedback box
Clicks approve or decline

Email sent to submitter saying approval or declined and providing feedback.

I've attached a photo which shows the flow - any help would be great.

Thanks
Nick
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Approval Process 3 weeks 4 days ago #245090

  • tihana.krivic's Avatar
  • tihana.krivic
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Hi,

we can go step by step
First:
-Create form with all needed elements (name, email, location, date, document, notes)
-then make sure that when the form is completed, it is sent to the approver with link of the form

Regards,
Tihana

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Approval Process 3 weeks 4 days ago #245095

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  • nicko22
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Hey,

Thanks for those steps - we have the form which sends off to the approver.

Do you please have the next steps on how the approver can load the form, add comments and approve or decline?

Thanks

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Approval Process 1 week 6 days ago #246095

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  • nicko22
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Hi Tihana.

Hope you are well - now we have the form are you able to advise next steps?

Kind Regards
Nick

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Approval Process 1 week 5 days ago #246116

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Hi,

Tihana will be back tomorrow, I will forward this to her.

Regards,
Markus

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Approval Process 1 week 5 days ago #246132

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  • tihana.krivic
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Hi,

Sorry for late reply.
In your form you can add element in which you want that approver add comments, and checkbox for approve or decline.

For this I would suggest that you use combination of BreezingForms and Content Builder.
Here you can create different views for users and administrators.
Each view uses the same form as source and check "edit by type" in your Content Builder->View.
Also, in CB you can determine which element of form should be visible, editable and you can determine who is going to recive a email notifications.

Is this ok for you?

Regards,
Tihana

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