How to Set Up Post Approval Flow via JetFormBuilder Verification

This tutorial explains how to manage a post status before its verification. In particular, we cover configuring the Post Submit Actions, allowing the site’s admin to verify the post status before its publishing.

Since we focus on the specific Post Submit Actions, we omit explanations on how to create a form intended to insert a Custom Post Type (CPT) post and manage the verification settings.

To illustrate this case, first, we create a form with three Text Fields and insert the “Save Form Record” Post Submit Action.

In the next step, we add the “Insert/Update Post” Post Submit Action. 

Here, in the newly appeared Edit Insert/Update Post pop-up, we set the following settings.

First, we select the needed CPT in the POST TYPE field (the “Writers and Book Authors” CPT, in this case). In addition, since we intend to allow the site’s admin to confirm the availability of the post, we set the “Draft” POST STATUS.

Next, move to the Field Map block and map the form fields to the corresponding CPT fields.

In this case, the form’s “Full name” TEXT FIELD refers to the namesake “Text” field of the CPT. In the same way, the “Date of birth” and “Date of death” TEXT FIELDS refer to the corresponding CPT fields. Then, click the “Update” button.

In this case, after submitting the form with data, a new “Writers and Book Authors” CPT post will be created, and its “Draft” Status will be set. After that, the site’s admin can confirm or not confirm the post and change its Status, for example, to “Published”.

But in case you intend to provide verification, this workflow should be changed. 

First, press the “Edit Conditions & Events” button near the “Insert/Update Post” Post Submit Action. In the Edit Action Conditions & Events pop-up, set the “DEFAULT.PROCESS” event in the ADD EVENT field of the Events match tab. 

Once set, click the “Update” button.

In the next step, add another “Insert/Update Post” Post Submit Action. 

As for the previous action, select the needed CPT in the POST TYPE field (the “Writers and Book Authors” CPT, in this case). 

Then, move to the FIELD MAP block and map the form fields to the corresponding CPT fields. Unlike the previous “Insert/Update Post” Post Submit Action, set the “Published” POST STATUS. 

Then, click the “Update” button.

Once completed, click the “Verification” button below the second “Insert/Update Post” Post Submit Action. Here, in the Edit Verification pop-up, select the “Administrator” option in the WHO CAN VERIFY THE SUBMISSION field. Also, here we keep the default LINK LIFESPAN value. Then, press the “Update” button.

In the last step, add the Action Button to the form and save the form.

To check how the form works, add it to a page in an editor you prefer. In this case, you use Elementor; find the JetForm widget and drag and drop it onto the canvas. 

Here, we omit creating and designing a page, but press the “Use the form” button at the top of the page and complete the newly appeared form.

Then, publish the newly created page with the form.

Then, fill out the form on the front end and submit it.

Move to the WordPress Dashboard > JetFormBuilder > Form Records tab and find the credentials for your form. It has the “Waiting verification” Status.

To change the status, open the record and press the “Verify” button in the bottom right corner to verify it.

After that, the post will appear in the list of CPT posts.