Problem with my "Resubmit" dropdown

  • caaxthelm
    Asked on March 10, 2020 at 4:16 PM

    This illustrates a problem that I am continuing to have in trying to build my approval workflow model - and after several weeks of trying have not been able to solve.

    My workflow is Requester > Budget Mgr approval > BSA Mgr approval > Fulfillment

    If the Budget Mgr denies the request, it is returned to the requester. If the requester wants to update and resubmit the request, he changes the Resubmit dropdown to YES, this clears the Budget Mgr's "denied" approval response so that the request can be resubmitted and sends a Re-Approval autoresponder. That part works.

    The problem arrises When the Budget Mgr receives and wants to approve the updated request. Steps are (1) he resets the Resubmit dropdown to "No", (2) selects Approved, (3) selects a BSA manager, and (3) clicks Submit. Instead of the request being sent along to the BSA manager, the Budget Mgr approval response is getting cleared. This then sends the request back to the Budget Mgr again for approval.

    How can I prevent 'Resubmit = No' from altering the Budget Mgr's approval response?

  • Kevin Support Team Lead
    Replied on March 10, 2020 at 7:49 PM

    I have been reviewing your conditions and I think one of them is clearing the field value, I will be cloning the form to my account and will get back to you as soon as possible. 

    Thanks. 

  • caaxthelm
    Replied on March 11, 2020 at 3:47 PM

    Any update on this?

    I was on a brief call yesterday with one of the JotForm techs who suggested modifying the URL that the requester would use to get back into the request form. Specifically, adding something like "resubmit" to the URL and then adding a condition that said if the "get form URL" contained "resubmit" to black out the approver's denial response. Unfortunately, I could not figure out how to modify the URL. So, right now I don't have a path forward.

  • Kevin Support Team Lead
    Replied on March 11, 2020 at 5:52 PM

    Apologies for the delay, I've been testing this and I think a workaround will help to avoid leaving the approval field empty, since the "Budget Manager Approval" is being cleared, you may set up a condition based on the Get Form Page URL, set the field as required if the URL contains "edit", here is a sample condition:

    15839634952020 03 11 15h51 15 Screenshot 10

    This will force the manager to select an option. 

    I hope this helps. 

  • caaxthelm
    Replied on March 11, 2020 at 6:09 PM

    I don't think I am understanding your response. It's not that the Budget Manager is leaving their approval response blank. It's that when he selects an approval response (eg, Approved) and then clicks Submit, the "Budget Manager Approval" value is getting blanked out.

    I believe the my Condition #1 (Is this a re-submission?) is what's most likely causing this problem. It seems to be firing whether 'Is this a re-submission?' is = Yes or No. I wish there was some way I could specify the following:

    If "Is this a re-submission?" = No, don't change the value of "Budget Manager Approval". 

    This is a critical item for me. Until this gets resolved, I cannot know for sure if JotForm is going to meet our business needs.

  • Elton Support Team Lead
    Replied on March 11, 2020 at 8:56 PM

    Thanks for the clarification. You're right about your condition that clears Budget Approval field value. You can even replicate it without submitting the form by switching yes/no after Budget Approval is filled out. This just means that your condition is executed properly.

    Problem with my Resubmit dropdown Image 1 Screenshot 40

    Problem with my Resubmit dropdown Image 2 Screenshot 51

    Question: If the Budget Manager selects NO on Is this a re-submission? does that mean he/she is going to approve? Is that correct based on my understanding? If yes, then you can create another condition that if it's NO, insert Approved on Budget Manager Approval field. 

    Problem with my Resubmit dropdown Image 3 Screenshot 62

    Here's my test form: https://www.jotform.com/edit/4597826459325182940

    If my assumption isn't correct, please let us know.