The Ultimate Guide to Jotform Workflows

[@danielpontzer9017]

Nice ... I thought that approval flow should have always been called workflow as approvals were not required. With approval flows, one could issue a form in response an approval or even in response to simply submitting a form, however I could not issue the same form that started the flow. In workflows, are we still limited to one instance of each form in the flow?

[@Jotform]

Hi @danielpontzer9017, Yes, you can only use a form once in a workflow. This is particularly to avoid confusion, conflict or duplication of submissions. If you only want the respondents to edit their submission, you can enable the Request More Information option in the Approval element properties, then go to the Advanced tab. However, if you really want to use the same form and send it to the respondents, you can use the Email element and insert the form link into the email along with your message. Here's a screenshot that shows an example: link.jotform.com/R3ie5jlPvL. If you have more questions, let us know from our Contact Us page at www.jotform.com/contact/. We'll be happy to help.

[@dafunkyfiddlah]

Can the jotform workflow take data from a .csv file and enter it into a non-jotform webform?

[@Jotform]

Hi @dafunkyfiddlah, While that's not currently possible in Jotform Workflows, as a workaround, you can import your CSV file into tables, and then Prefill a form you've built at Jotform. Unfortunately, third-party form is not supported in prefill. Here's a guide on how to import data in tables: www.jotform.com/help/1001-how-to-import-data-in-jotform-tables/. And here's how to use Prefill in workflow: kzbin.info/www/bejne/famQmIKZaLiabZo. If you have any other questions, let us know from our Contact Us page at www.jotform.com/contact/. We'll be happy to help.

[@wynandcronje7244]

Does the integration have a webhook option?

[@Jotform]

Hi @wynandcronje7244, Jotform Workflows does not currently support Webhook on Integrations. I've gone ahead and escalated your request to our Developers. You can track the request ticket at this link: www.jotform.com/answers/20429671. Exactly when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know. If you have any other questions, let us know from our Contact Us page at www.jotform.com/contact/. We'll be happy to help.

[@wynandcronje7244]

We need to update data in the submission list to record current step in workflow. A web-hook or direct integration to “Table” would be nice

[@Jotform]

I agree, this seems a good addition. We escalated this as a feature request. You can check our reply in your other comment below.

[@MeredithFriedman-f6q]

Is there a way to have all the various pieces tracked in a Google Sheet?

[@Jotform]

Hi @MeredithFriedman-f6q, Our current integration with Google Sheets only sends form data to the connected sheet. We have a guide here on how to integrate your form with Google Sheets: www.jotform.com/help/228-how-to-integrate-forms-with-google-sheets/. If this isn't what you want, share with us more details about your request through our Contact Us page at www.jotform.com/contact/. We'll be happy to help.