Progress a Form through a process for multiple sign offs
I am attempting to have a requestor fill in a form and have multiple sign-offs throughout the process. One user initiates a request and begins to fill out a form, then after the first level of approvals, the second level will add signatures to the form. How do I ensure the form the requestor initiated will proceed throughout the process.
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Official comment
Eric,
You can use a series of Approval Tasks to accomplish this. Please visit the Help article here: https://help7.integrify.com/hc/en-us/articles/115004332967-Standard-Task-Approval-Task.
If you're new to Integrify, I'd recommend walking through the documentation for creating processes here: https://help7.integrify.com/hc/en-us/sections/115001328747-Processes
Best,
Mike
Comment actions -
Mike,
My current configuration captures this, however, I will need actual signatures on a form. For example, suppose a form needs to be passed to two different departments (Human Resources and IT) for new hires, is there a way to capture what Human Resources fills out and send it to IT for completion. In the example above suppose it is a new hire form that requires Human Resources to fill out employee information. Then Human resources needs to send that form to IT to fill out company account information. The form should contain information filled out by two departments then send it on to the hiring manager. How would set this process up?
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