I need assistance setting up my request approval workflow

  • caaxthelm
    Asked on February 27, 2020 at 3:05 PM

    I am trying to set up workflow that would allow the requester to re-submit a request after an update/correction has been made to the original submission.

    In my form settings I added a condition that if the "Request new approval..." was checked, to send Notification 10. Notification 10 should go back to the approver. However, that email is not being sent. I can't figure out why this is not working.

    Jotform Thread 2184636 Screenshot
  • denis_calin Jotform Support
    Replied on February 27, 2020 at 6:08 PM

     Hi @caaxthelm!

    In order for the notifications to be sent out as expected after editing the submission, the Send on Edit setting has to be switched to YES. The will allow the notification to be sent out after the Submit button is clicked after the submissions has been edited.

    You can locate the setting by going to form's Settings>Emails>click on the orange Pencil icon to edit Notification 10>Advanced tab>switch Send on Edit to YES:

    1582844656Screen Shot 2020 02 27 at 3 Screenshot 10

    You would have to do the same for every other Notification that you are trying to send while accessing the form through the Edit Submission link.

    Please let us know if you have any other questions about building your approval workflow and we would be glad to help!