Need to create a form approval workflow

Hello we just started working with a new company. They are sort of merging with us. Anyway, with their invoice payment form we created, we need to find a way where if the form submitted is for $10,000.00 then a specific email has to approve. If they approve, then another specific email is alerted to pay the invoice. If they decline, then the one submitted the form knows it was declined.

Is there any easy way to do this? I tried the two options here: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow

They both did not work with what we are trying to do.

Any help is appreciated.

- Brandon Warehime

Thank you for contacting us. I have cloned your form, and I don't see the GET FORM PAGE URL widget which is vital in order to create an approval workflow.

"we need to find a way where if the form submitted is for $10,000.00 then a specific email has to approve."

If you need to send the notification to a specific email, based on an amount, please use a Form Calculation widget to get/calculate that amount. So, you can create an email condition to send the Notification to a specific email address if the value of the Form Calculation is greater than a specific value.

The recipient who will receive that notification(the approver) will open the submission in edit mode, and he should have a way to set an approval status, so please add Dropdown or Single Choice field which should be used as the approval field. It show up only if the form is loaded in edit mode(this is when the Get FORM PAGE URL widget is used):

"If they approve, then another specific email is alerted to pay the invoice"

For this, you need to create another email condition to trigger another email notification or autoresponder(if it should be sent to the person who made the submission), that should contain the instructions to pay the invoice.

The logic should be:

If Approval Status is equal to Approved

send the PAYMENT INTRUCTIONS AUTORESPONDER to {email}(which is the email the user put in email field)

"If they decline, then the one submitted the form knows it was declined."

This should require another email condition that triggers another autoresponder(could be named as Denial notification) that contains the message that lets the user know that it was declined.

Let us know if you have more questions.