Approval Workflow: Any way to reduce number of emails

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    ncrutcher
    Asked on January 15, 2018 at 11:25 AM

    I currently have a Leave Request Form that would go to the employees supervisor, then the director, then the admin assistant & employee...so 2 levels of approval required.

    It seems like I have to have "Send on Edit" ON for each of the levels so the supervisors so the form moves to the next person once it is approved/denied.  Is that true?  If so, the supervisor receives a lot of emails...

    Requestor receives 2 emails  ("Send on Edit" set to NO, but added 2nd autoresponder once approved by final person)

    Supervisor receives 3 emails  (submitted, approved, director approved)

    Director receives 2 emails (submitted from supervisor, approved by director)

    Admin Asst receives 1 email (approved from director)

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    aubreybourke
    Answered on January 15, 2018 at 12:59 PM

    You have done a decent job at building an approval process workflow.

    I assume you read this guide:

    A-General-Approach-on-Building-an-Approval-Process-Workflow 


    It seems like I have to have "Send on Edit" ON for each of the levels so the supervisors so the form moves to the next person once it is approved/denied.  Is that true?  If so, the supervisor receives a lot of emails...

    Yes, send on edit needs to be enabled so that the approval notifications get sent.

    However, I see only 6 emails. Not 8 like you said.

    It seems to be working perfectly.