A General Approach on Building an Approval Process Workflow QUESTION

Hello

we are building a Approval Workflow Form and having issues with the emails, is it possible to customize what emails these forms are sent to, specifically can we have 1 standard email address that all the steps gp to then add emails based on what addresses the user inputs as another 2 options.

So the user adds his email, his managers email and then sends his section of the form off and then a copy of form goes to him, HR and his manager. Then the manager can fill out his section and finalize the form and send it off and he receives a copy, the inital user does as well and so does HR.

Is this possible?

Thanks

Hello,

That's should be possible as well. You should create steps of your workflow, that is, based on each edit made you can change conditional statement, responsible for showing and hiding corresponding fields.

For instance, initially, you can only show the parts that will be necessary for collecting customer info, hr, and manager emails. Then, you can send an edit link to the manager's email and based on the Get Form Page URL widget's value show fields for the manager's part.

Afterward, you can have another condition, that will trigger if some of the fields from the manager's part are filled and will send an email notification to hr again with only the relevant fields for hr shown.

Lastly, you can have another condition that will send emails to all of them with complete form information if one of the fields from hr's part would be filled.

Please let us know if you want to implement a different workflow and will try to provide instructions accordingly.

Thank you!

We set the form up the way we like, but the emails are not being sent to the recipients, awhat are we doing wrong?

https://www.jotform.com/build/202665228477260

Thanks

Hi,

I've checked your form and the following seems to be causing that issue:

Currently, recipients for your email notification conditions are fields which have unique names {employeeEmail} and {Course Name}, however, I was not able to find the email fields that have those unique names:

As I understand, you want to use these two fields as recipient above:

If that's a case, please note that currently, unique names for those fields are different from the one you've used:

So, to fix that issue, you need to replace recipients with {yourEmail} and {yourManagers}.

Related guide: How to Find Field IDs and Names

Please check and let us know if the issue still persists. We're always glad to assist.

Thank you!