Hi, I am trying to create a budget request form using webform’s multistep wizard page. Please refer to the photo of what I have so far.
- For requestor to submit a request (page 1)
- Purely for the requestor to fill the form.
- Once the requestor clicks Save Draft, an email will be sent to the supervisor based of whom the requestor input the Submitted to: field. (with a link of the form and a table with all the submitted data)
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Director/supervisor page (page 2)
- When the supervisor receives an email from the website, he/she can click the link which will be directed to the form, and decide whether the request should be approved or not.
- If the supervisor approves then clicks Save Draft, an email with the same format will be sent to the executives. (Submitted to:)
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exec’s page
- When the exec selects Approve then clicks Submit, the submission progress is now complete and the email-handler will send an email to the requestor (and the supervisor) about the approval. (Submitted to:)
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Preview page
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Complete page
I would like to come up with a better email-handling technique (or form handling) as I think mine may not be the most professional way to handle it. I did use conditional logic in email handling but it doesn’t seem to be the best way, or maybe I am setting the condition wrong. Could you guys give a better idea? I would even love any examples similar to what I am trying to do from out there. Thank you
