Form Director Newsletter for the month of October_2024

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Newsletter for the month of October 2024

Form Director updates


Features Updates:


Multi-level Approval:
  • This update introduces the capability for multi-level approval. Users can configure a series of approval levels (stages). The process will proceed through several approval levels (stages), and execution will be completed once all approvals are granted.

Automated Hourly Processing:
  • This update introduces the capability to enable automatic processing of missed responses each hour. Every hour, it starts and fetches the responses that were missed and processes them.

Videos Spotlight:

  • Streamline your Workflow with Google Forms & Zoho Books - Watch Video


Note: Transform your business and achieve breakthrough results with our expert Professional Services, designed to help you harness the power of intelligent integration and hyper-automation.


The User of the Month - October 2024


Congratulations Blessing for being selected as the user of the month of October for Form Director.


This is what he feels about Form Director:

"I use Form Director to automate my appointment scheduling workflow. I enjoy the feature that allows me to automatically add new guests to my calendar events as soon as they fill my Google Form questionnaire. The email notification I get after each successful entry is also very thoughtful and helpful."


The user of the month will be displayed on the spotlight page of our community website. Please check the spotlight page for more details.

Challenges and Solutions


Challenges faced


Mathew(name changed), who is one of the users of Form Director wrote to us asking the

following question

"I'm setting up Form Director's Global Approval Settings and couldn't help but notice that the approvals do not follow any particular order, nor does it consider the submission as approved after all approvers have approved the submission.

After submitting the form, an email gets sent to both Approver 1 and Approver 2 simultaneously. And if any of them approves, the submission becomes approved and the services start running straight away, without the need for the other Approver to do anything.

We want it so that it first sends an email only to Approver 1, and then sends another email to Approver 2 only after Approver 1 approves the submission. After Approver 2 approves the request, then the services should launch." Can you help me resolve this.

Proposed Solution


We discussed with our team & implemented it for Mathew. Now, when a form is submitted, the approval process will follow a sequential order. An email notification is sent to Approver 1 first. Only after Approver 1 approves the submission will an email be sent to Approver 2. Once both Approver 1 and Approver 2 have approved the submission, the designated services will automatically start.

Read more about this @ https://formdirector.jivrus.com/features/approval/multi-level-approval

    

Jivrus Technologies

      

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