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How do I get forms approved?

  • 10 February 2021
  • 15 replies
  • 332 views

My question is how do i set up an approval process where the form that completed gets sent out to more than 1 person to be approved or denied ? Is there a way to do this?


15 replies

Userlevel 7
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Hi @Avillar Thanks for stopping by the community! :) 

While we don’t have an approval process built into our platform, I have seen some handy workarounds by other customers. Are you looking to have the data from the respondent approved once it’s been submitted or the form itself? 

Yes, once the form has been completed and submitted. I would like it to be sent out to an approver.

Userlevel 7
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Hi @Avillar Ah, got it! If you have one approver, I would setup self-notifications on the form, which would allow you to add any email to receive an alert once the form has been submitted. 

If you’ll have different approvers for different types of submissions, you could then send an email alert using Zapier’s filters, which would send emails to different people based on the criteria set in the filter. Our guide here can walk you through this setup step by step. 

Would either of these solutions be close to what you’re thinking? 

Ohh okay, I can give that a try. Now when the approver approves the form does the client receive an approval notification? Or a denial notification?

Userlevel 7
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Hi @Avillar this setup will only send an email to the person you’d like to see their response since we don’t have an approval system setup, but you could have them reply directly to the client to approve/deny the response. It’s not the easiest/most direct way, but I can also note this as a suggestion. :grinning:

Userlevel 7
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One of our partners, ProcessMaker offers an integration that does just that and help you manage approval process. Check it out here

As @Liz pointed, if you wanted to build this flow yourself you probably have to build it using platforms like Zapier or Integromat.

I can see two workflows

Typeform submitted → Sends approval notification to approver
Application approved → send notification to applicant

Userlevel 7
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@picsoung oo! I didn’t know we had this integration! Thank you!

Badge +4

@picsoung oo! I didn’t know we had this integration! Thank you!

 

Off topic question, do we have a public integrations directory or something similar? 

Userlevel 7
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@Gabriel We have a directory here: 

 

https://www.typeform.com/connect/

 

There are so many integrations being added all the time by @picsoung , @Francois (Typeform) and the rest of the team!

Userlevel 7
Badge +6

@Gabriel We have a directory here: 

 

https://www.typeform.com/connect/

 

There are so many integrations being added all the time by @picsoung , @Francois (Typeform) and the rest of the team!

@Liz @Gabriel @picsoung 

the directory is awesome - i have spent hours in there getting blissfully lost finding ways and getting ideas for new things for where i want to take my ‘projects’ with typeform, in terms of integration. 

It might be worthwhile to look at some use cases, in a library and not just in the blog posts/community posts, that would highlight how a use case would be done with different integration partner tools. Maybe something for the @picsoung Developers’ Corner meetups in the future?? a hackathon of sorts?? 

I mention that cuz it is hard to figure out which (set of) partner products to use to achieve an MVP solution followed by a MVP+1 version, which should be just about good enough, that is cost effective for starting out, growing businesses, established enterprises, etc. ie is Typeform/Hubspot (free) good enough to get you to meet goals 1,2,3?? or should you look at the other CRM-type solutions that were listed in the most recent Product Marketing post in the Community. 

it’s all good, in fact it’s great what has been done so far but it can be a little hard to find the stuff unless you know how to ask the “deer in the headlights” questions here lol.. like me!

 

</soapbox>

 

des

Userlevel 7
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@john.desborough what a fun place to get blissfully lost ha! :grinning:  I like the idea of a hackathon sort of thing, too, because even I sometimes forget how many places we integrate with! @picsoung :sunglasses:

Hi;

My question is how do i set up an approval process?

Once the form has been completed and submitted. I would like it to be sent out to an approver.

He or she also can also have  option to approve or deny.

I have use processmaker, workflowtypeform which was mentioned in this forum.

But it doesn’t work.

Userlevel 7
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Hi @Gokselmen I added your post here where we have some ideas how to get this working for you. What isn’t currently working with your setup? Any screenshots or videos you can send to explain what’s happening would be great! 

I have a form set up that hiring managers are required to submit to onboard new contractor resources. I want to see if we can ask our vendor to complete the form, the manager approves the submittal and then the form is distributed to the correct teams in the company. Thoughts on this?

Userlevel 7
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Hi @Mike N Thanks for posting in the community! :grinning: I added your post here where we have some solutions. Let us know if you have any other questions!

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