Approval Flow: How to end the workflow if the check number is filled?

  • Aquatics_Bahamas
    Asked on March 25, 2024 at 1:23 PM

    How do we get our approval workflows closed with an audit trial inclusive of bank check number f deposit confirmation number.


    https://form.jotform.com/240216650403040

  • Joshua_T JotForm Support
    Replied on March 25, 2024 at 1:39 PM

    Hi Aquatics_Bahamas,

     Thanks for reaching out to Jotform Support. I apologize for the confusion on your question. Can you tell us more about it? If your goal is to end the workflow if the check number is filled, you can follow this format in the approval flow:

    Approval Flow: How to end the workflow if the check number is filled? Image 1 Screenshot 30

    This is what is inside the IF/Else element:

    Approval Flow: How to end the workflow if the check number is filled? Image 2 Screenshot 41

    If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

    Once we hear back from you, we can move forward with a solution.

  • Aquatics_Bahamas
    Replied on March 25, 2024 at 2:04 PM

    At the moment our workflow is moving successfully, however; signatures are not added to the actual jotform - neither do I know how to force the CFO to add the check number issued to the jotform for audit purposes before the workflow is closed.

    How can I get signatures to appear on the actual form and how do I get the CFO to insert the check number and date on the jotform before closing/ending the approval workflow

  • Rene JotForm Support
    Replied on March 25, 2024 at 3:04 PM

    Hi Aquatics_Bahamas,

    Thanks for reaching us back. I moved your other question to a new thread and helped you with that here.

    Reach out again if you have any other questions.