I’ve built a basic app in Jotform that consolidates several forms used by my staff. While the foundation is in place, I’m looking for a Jotform expert to refine and enhance the system to ensure it meets my operational needs.
Objectives: Form Optimisation:
Ensure all forms are configured correctly to function as intended. Implement logic to automatically route forms for approval based on dropdown selections or other criteria.
Workflow Automation:
Automate the process where completed forms are sent to the appropriate approver. Save completed forms in Dropbox, categorised into specific folders based on the data provided in the forms.
Reporting:
Generate detailed weekly reports from the forms, ensuring the data is accurate and actionable.
Current Workflow Overview:
Staff members access forms via a Jotform app. Forms are filled in online. Depending on dropdown inputs, the form needs to be routed to the correct person for approval (this process needs to be fixed).
What I’m Looking For: Someone with extensive Jotform expertise to review, configure, and optimise the current setup. A professional who can implement automation for approval workflows and document storage in Dropbox. A data-savvy individual who can create and schedule regular reports based on form submissions. If you have the skills and experience to streamline and enhance my Jotform setup, I’d love to hear from you. Please provide examples of similar projects you’ve worked on and how you can address the specific needs listed above.
I look forward to working with a Jotform expert to create a seamless and efficient system!
