Forum Discussion
Want to create a Form for Hiring process, but should have 3 level approval
Thank you so much for your kind words.
I have created the form as a template and it looks to be good. One of the Teams want to use it.
However, this form does not have any uinque ID column.
So I have 2 questions here:
1. how to get unique ID for each form submitted.
For example: if there are 20 to 30 forms submitted over a period of time; if I want to search for a particular Request, how to work around it.
2. also is there a possibility of displaying a table that I have in my Excel file that contains some hiring data, so that the approver can refer to it and Approve
Thanks
Sunil B S
Hi sunilbsrv2k
Hopefully, my mock-up flow below will give you some ideas to assist you in your solution. Can possibly do a teams meeting to deep dive into the requirements if our timezones allow.
Here's a simple flow where I can extract the submitter automatically from the form and then use those details to look up their manager (assuming your org has populated this detail in the Office 365 account). I then trigger an approval to the manager and once approved, it will notify the Department Manager to also approve/reject.
Your first question - 1. - To get the Form ID of the submission, you need to reference the Response id field. This will mirror what you see in the results Excel spreadsheet of the form.
Your second question - 2. - You could put a URL in the approval email to the live spreadsheet that the Department Head can review before approving. Not sure if you can embed live data as I have never tried, but the link to the data source should be sufficient I'd say.
Observation
I did see that you may have been indicating to have the entire process in one form. If this is so, it can't be done as once the form is submitted, it can't be revisited by others.
The approval process I've highlighted will allow each touch point to manage their part and then flow to the next person.
I suggest using a SharePoint list or something like it to capture each submission and each response in a single record. Then you can search for the desired ID and can see the status for each item that you need to action.
This way, all information is captured in a single source and will be easy to filter and action.
Hope that helps in some way. Happy to chat more or to be corrected if I have misunderstood anything.
Best wishes
Damien