I have a form that contains several multiple-choice questions, several text entries, and requires signatures from the submitter as well as a second party. This form is used to detail the contents of a meeting with one supervisor and multiple supervisees. The supervisor would like to fill out one form and have it replicated to each of the attendees to review, then sign. Upon completion, the form would need to be exported with its contents and the signatures. Is there any software or process that could help with this process? This is a form completed on a weekly basis by the supervisor.
Hi Teddy,
Gravity Forms and Flow definitely have what you need to build out that process. Here are some links that should help you get started:
The supervisor would like to fill out one form and have it replicated to each of the attendees to review, then sign
If the assignees do not need to modify the contents of the filled in form, or it’s okay that everyone is modifying the same initial field value, the approval step type can let you assign to multiple assignees with a policy that all must approve. If you need each to track their own specific feedback edits, you can use the Form Submission step from the Form Connector extension to let them each fill in a different review entry.
For signing, there is a Signature field type. By setting its’ visibility to Administrative, that won’t show up on the initial form (for the supervisor), but let you chose which steps in the workflow should have that field as editable.
Upon completion, the form would need to be exported with its contents and the signatures.
The Gravity Flow PDF Generator extension will allow you to bring all of that data together and either email it to specific staff or store it on the server as needed.
Regards,
Jamie
Thanks for the suggestion, Jamie!
Unfortunately, we are hoping to have the submitter select multiple users and the submission would branch to each user and collect a signature from each employee to generate a form for that individual. That means the existing workflow options are a no-go. Fortunately, we know how to ‘hide’ the second signature until it goes to the workflow and have used the GravityPDF functionality before. Just gotta figure out the branching.
I’ll follow up with the Form Connector extension to see if that will allow for what we’re needing. It shows promise! Thanks again.