How do I configure the condition to configure workflow?

  • Profile Image
    Cassibo
    Asked on October 29, 2020 at 11:05 AM

    Hello, I have created my first form but I am not sure how to use conditions.

    The first condition is for the receiver of the form to check for completeness (approval 1)

    The form then requires 2 of three signing officers to approve (approval 2 & 3)

    The form then goes to the accounting department.

    How do I go about setting these up?

    thanks

    Michael


  • Profile Image
    roneet
    Answered on October 29, 2020 at 12:10 PM

    To create an approval workflow, please check this guide:

    https://www.jotform.com/help/432-a-general-approach-on-building-an-approval-process-workflow

    You need to trigger the email based on the conditions. The email can have the approval link

    https://www.jotform.com/help/167-how-to-send-email-based-on-user-s-answer

    For example,

    if the approver 1's signature is filled then send an email to approver 2

    if approver 2's signature and status is filled then trigger the third approver's email.

    Let us know if you are having any difficulty in configuring the workflow.

    We will gladly assist you further.

    Thanks.