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Is this E-validation is possible ? If so, how ? 1 week 3 days ago #243379

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  • Chabi01
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Hi everybody !
I'm back for a new question after some monthes :)

I was wondering if i could use BreezingForms to do this :

1 - I have a form with name, question, a file field.
-> A person fill the form and send.
2 - the form is sent to a first admin : this first admin "validate" or "refuse" the question. Accordingly, the person who ask first receive a mail if the question is refused, or if this is ok, the admin "send" and the email is sent to the "big boss". In the form used on this step, we find the first form answers, 2 boxes "valid", "not valid" and a text box to motivate the answer given.
3 - The second admin (big boss) validate the question and send back the answer to the first who ask with "Ok, this is validate and i handle your question" with his own answer.

For now, i did not find out how to create this "validation workflow" (maybe it is not possible), and the only way I found is to send the first form to the first admin with an email "formated" to allow each person to send by email their answers... I would like to find a way to validate with a "form who call a form who call a form" (not sure it is crystal clear ;)))

I dont know if this is possible or not with a logical process with BreezingForms or if i have to find another way to do this...

Thanks a lot for your answers, ideas, etc...

Best to all of you :)
Xavier

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Last edit: Post by Chabi01.

Is this E-validation is possible ? If so, how ? 1 week 3 days ago #243381

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Hi

I didn't understand this part:

the admin "send" and the email is sent to the "big boss". In the form used on this step, we find the first form answers, 2 boxes "valid", "not valid" and a text box to motivate the answer given.


Are the boxes also operating on the very same form or are these different forms?

If it should be the same form: Does the form have to load with all forms previously made and these 2 boxes appear upon what the rejection state has been?

In general it is better to draw such workflows. You can do that using draw.io and share your drawing (they have workflow items that you can use with if/then).

Regards,
Markus

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Is this E-validation is possible ? If so, how ? 1 week 2 days ago #243449

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  • Chabi01
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Hi Markus !

This is a simple validation process :
- 30 differents persons can fill the question form
- A first admin have to validate the form (to check if all the question can be send to final validation)
- the second admin (the big boss, who give final validation) receive the emails only if the first admin have given the first validation and then validate or refuse the question.

I put a draw in files :)
Thanks for your help Markus, but maybe it is too complicate to create with Breezingform. I wait after your analysis :)
Thanks a lot !
Xavier
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Is this E-validation is possible ? If so, how ? 1 week 2 days ago #243452

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I think that's possible, let me try something out.

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Is this E-validation is possible ? If so, how ? 1 week 2 days ago #243456

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Ok, please download, unzip and import the form attached in BF => Configuration => Package Installer.

Then open the form in Manage Forms and try it out.

I was able to keep it in one single form.

It works like this:

You need to set the same password 3 times in

form => advanced => more options => form pieces => before form
form => advanced => more options => submit pieces => begin submit
form => advanced => more options => submit pieces => end submit

The 3 passwords all need to be the same. This is to make sure nobody else than participants of the workflow may set the approval status.

Then in

form => advanced => more options => submit pieces => begin submit

Specify the email data for the "big boss" (2nd).

and in

form => advanced => more options => submit pieces => end submit

Specify the email data for the admin (1st).

Upon first user submit, the 1st admin will receive an email with a link asking to approve.

When he opens the link, the form is loaded and pre-populated but this time a section for approval is opening.

If he approves, then a 2nd email is sent to the "big boss", he will basically get the same link and can then set the approval status if necessary.

If you don't touch the section elements you should be able to add any form elements you need.

File Attachment:

File Name: approval_workflow.zip
File Size:12 KB


Regards,
Markus
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Last edit: Post by TheMuffinMan.

Is this E-validation is possible ? If so, how ? 1 week 17 hours ago #243595

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Hi Markus,
I did not test (i will this afternoon) but before anything.... WOW !!!

Thanks a lot for this support !!

I test this afternoon and come back to tell you....

Again, incredible support...
Xavier

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