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Cognito Form - adding a link to form submission thru approvals

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Posted on by kmoyer

I'm trying to have the actual form submission show up in the approval email. So for example, I've build a timesheet in Cognito forms and I want to send it to the manager for approval. I'd like the actual submitted timesheet to show up in the approval email - OR - a link to the submitted form. When I input dynamic content and select "Entry View Link" - it takes me to the uncompleted form. I want to show what was submitted.

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v-yamao-msft on at

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Hi @kmoyer,

Do you want to show the details of the form on the email body?

If yes, please try to use dynamic content for each field and add them in the details field of the action Start an approval.

The flow might be configured likes below:

Please take it for a reference and try it on your side.

Best regards,

Mabel Mao

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kmoyer 8 on at

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Yes I did try that, but we have so much information that it just looks awful. I tried formatting it all different ways.

I think what I'm looking for is a way to get the link for the completed form to work. Right now when I insert the dynamic field to view the form, it takes me to a blank form and not the one the user completed.

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kmoyer 8 on at

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Below is a copy of my flow and how I would like it to work:

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v-yamao-msft on at

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Hi @kmoyer,

Please try to use the dynamic content Entry Admin link to see if it will work for you.

Best regards,
Mabel Mao

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kmoyer 8 on at

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So that worked, EXCEPT that the person who is approving would need to be a user in Cognito forms as it makes you log in. And I don't want to have all of my managers in as a user.

The Entry Admin link gave me this URL: https://www.cognitoforms.com/AnesthesiaServicesPA/5/entries/4

And what I really need to send in the approval is this URL: https://www.cognitoforms.com/AnesthesiaServicesPA/TimesheetSalariedAdmin#ynDkADDCt3IxikR1CxsqhHWJZ6xC8nBcUg1BRWIBqTg$*

Any other thoughts?

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v-yamao-msft on at

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Hi @kmoyer,

Thanks for updating.

But I am afraid that it might be not able to be achieved currently. please consider submitting a request on Flow Ideas Forum, I assume that it is a good addition for flow:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

May you consider sharing your account credentials to your managers so that they can sign in as admin and check the completed forms?

Best regards,

Mabel Mao

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GabrielStJohn on at

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Hello, @kmoyer!

Thank you for posting on the Flow Community Forum! Have you had an opportunity to apply @v-yamao-msft‘s recommendation to adapt your Flow? If yes, and you find that solution to be satisfactory, please go ahead and click “Accept as Solution” so that this thread will be marked for other users to easily identify!

Thank you for being an active member of the Flow Community!

-Gabriel
Flow Community Manager

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