I want to send the user to different approvers based on the conditions.

  • McCabe_Lumber
    Asked on April 25, 2024 at 8:37 PM

    When using the Approval feature, can a form submission sent to a specific email address also be the Assigned Approvee? I ask because we have a form that could be submitted to many people based on conditions and we would want that person to be the approver. The next submission could be a different person per the conditional logic in the form.


    Thanks

  • Mary_Ed JotForm Support
    Replied on April 25, 2024 at 11:15 PM

    Hello McCabe Lumber,

    Thanks for reaching out to Jotform Support. I understand your form request, and it's possible to send the submissions to your specific recipient as well as make them the approver this is by using the Conditional Branch in the Approval Workflow to determine which recipient the submissions will be sent to.

    Please share with us your workflow and which form where this will be implemented so we can help you set this up. We also have a guide about How to Set Up a Conditional Branch in Jotform Approvals that you can check out.

    Keep us updated and let us know if you need any more help. 

  • McCabe_Lumber
    Replied on April 27, 2024 at 6:03 PM

    Thank you for this guidance. I have another question....

    can an assigned approval require additional form fields to be filled out while in the approval process?
  • Mary JotForm Support
    Replied on April 27, 2024 at 8:29 PM

    Hi McCabe Lumber,

    I moved your new question to a new thread and will help you with that here.

    Let us know if you have any other questions.

 
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