Editing a submission doesn't trigger the Approval Flow

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    Asked on May 24, 2021 at 07:51 PM


    Is there a way to trigger the approval flow on an existing submission if it has been edited? For example, if I reject a submission and include the edit submission link in the response email to the submitter, the submitter addresses my comments and then clicks submit for review again. In this instance, I would want the approval workflow to rerun and prompt an approval, rather than having the submitter submit a whole new form. Right now, it appears that the approval flow only triggers on new submissions. Thank you!

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    Answered on May 24, 2021 at 11:29 PM

    Unfortunately, the Approval Process Workflow only works on an active process. And since editing a submission means it only updates an already-completed submission, it won't have trigger the flow.

    Now, if there's a need to update a submission and at the same time trigger the flow, you can make use of the REQUEST ADDITIONAL INFO option in the approval email. Here's how:

    Enable the option in the Approval properties shown below:


    Then when the approver received the email, let him select request additional information:


    And if there's a need to send the edit submission link to a different recipient, he can do so by modifying the TO: field in the email template above.

    And that's it! After editing the submission, that he can then proceed with Approving the application.