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Two Signatures for a Form with Ability to See Information Entered

  • February 11, 2025
  • 5 replies
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pamelalbeck
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Greetings XM Community!

I’m using the survey platform to create a form.  I need to be able to fill it out and then send it to two individuals for approval signatures.  I’ll need to repeat this process for various programs.

  From the research I’ve done I can send the survey to myself to fill out but need to know how I can forward the completed form so my signers can see the data I entered and sign off.  It appears a workflow can accomplish this?  Or does it have to be JAVA?  

I really want to use the platform and not have to default to a Word document or Google forms.

I am attaching a copy of the form (had issues getting the QSF)

If there’s an article where the answer already exists please post it - I found a few but nothing quite like what I needed.

As always, you all are the best!!!

Best answer by Chee Heng_SZ

Perhaps this Retake Survey Link documentation might be useful.

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Perhaps this Retake Survey Link documentation might be useful.


pamelalbeck
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  • February 12, 2025

@Chee Heng_SZ 

Interesting, using that approach seems to be the direction to go.

I would need to change the emails in the workflow periodically since it would go to different department chairs for signature.

Is the best way to accomplish that to turn the work flow off, update the email trigger, and turn the work flow back on?


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@pamelalbeck 

I have yet to try multi tier or different department.

 

In theory:

1) For different departments

If the questions are the same, try to add a condition (e.g. if one of your question ask participants to select department, you can use the response of that question) to determine which department should be following up on the survey.

Then, duplicate the workflow and adjust the condition and recipient email.

 

2) For multi tier

Perhaps you can consider creating an embedded data (e.g. stageprogress) in survey flow to determine which department is required from the url.

Then, for workflow, you can create multiple workflows, each workflow with condition that check for the both retake and embedded data (stageprogress) value.

Within the email task with retake link, add query strings of embedded data values at the back (e.g. stageprogress=ScienceDept or stageprogress=AdminDept).

You will also need to adjust display logic conditions (retake and stageprogress) of the timing question to autoadvance the sections that are filled by participant and other tiers before.

 

Note:

1) Hiding question will amend the response. Like the documentation stated, remember to use timer question's autoadvance to make the survey 'skip' to the follow-up personnel section.

2) The back button may not be recommended since follow-up personnel can click back and change existing response from participants.

3) If you want the follow-up personnel to see the responses but unable to edit, you can try to piped text the participant section's questions and responses into one or a few text/graphic question(s) in the follow-up personnel section.

 


pamelalbeck
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  • February 13, 2025

@Chee Heng_SZ 

 

OK, I am so close to getting this to work - what can I do to get it to stop creating a new response every time someone signs the form and combine these into one record/response?


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pamelalbeck wrote:

@Chee Heng_SZ 

 

OK, I am so close to getting this to work - what can I do to get it to stop creating a new response every time someone signs the form and combine these into one record/response?

@pamelalbeck 

In Retake Survey Link documentation, step 19 & 20, you should include the “Q_R=${e://Field/ResponseID}&Q_R_DEL=1” at the back of the anonymous link in workflow to replace the original response.


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