Changing Outcome in Approval Process

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    jpelich
    Asked on May 27, 2021 at 09:38 AM

    Hey there!

    Loving the approval flows! It's working great for our organization/ .

    Just curious if there is a way for the outcome to be changed? For example, a person submits a response on the form, it is initially denied but further information is provided (via email) and the entry becomes approved and the workflow continues.
    Thanks in advance.

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    Mike_G
    Answered on May 27, 2021 at 09:58 AM

    Please allow me some time to check the possibility of what you are looking for to achieve. I'll get back to you on this ticket as soon as possible.

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    Mike_G
    Answered on May 27, 2021 at 10:56 AM

    Upon testing it further, it seems that what you are looking for to achieve is possible. What you will do is create another Approval element after the Send Email element that will be sent to the respondent when their submission is denied. The Approval element will send an email to the approver to approve/deny the submission again.

    1622125767_60afacc77a52c_zt210527_102701

    This way, after the submission has been denied, the submission will remain pending as it will be waiting for another approval.

    1622125940_60afad749ccf2_zt210527_101930

    An email will be sent to the respondent and an email will also be sent to the approver so he/she can decide again.

    1622125903_60afad4f7f965_zt210527_102208

    Here's an example of the final outcome. In my screenshot below the submission was denied initially but then it was approved after.

    1622126011_60afadbbe9cdf_zt210527_102310

    That ends the approval process for that submission and the submission was moved from the Pending Approvals tab to the Inbox tab of the Inbox page of the form.

    Please give it a try and let us know if you need any further assistance.