Approval flow: Trigger approval flow from Edit Submission

  • helenselman
    Asked on June 14, 2021 at 9:11 AM

    Hi,

    I have created an approval workflow with an option of "More Information Needed" that triggers an email to the originator with an Edit Link. From there how do I build the workflow so that the edited submission triggers the approval workflow again?

    I have tried enabling the request more information toggle in Advanced but this seems to make no difference to the email the approver receives to allow them to request more information.

    I have also noticed that if you click more options when the inbox opens it has automatically approved the form (with the countdown undo box top right) when it shouldn't have been approved. That is why I have created a new button for 'request more information' to try and stop that situation happening.

    Form URL:

    https://form.jotform.com/211613765542050

    Thanks,

    Helen

  • Cecile JotForm Support
    Replied on June 14, 2021 at 6:21 PM

    Hello Helen,

    Thank you for contacting support.

    Since we cannot loop back from More Info Email to Approval, you might consider adding new Approval after More Info Email instead.

    1623709220 60c7d624d56ca 29 Screenshot 10

    Should you have further inquiries, kindly let us know.

  • helenselman
    Replied on June 15, 2021 at 3:48 AM

    Thanks for clarifying Cecile. I have a complex multi approval workflow and this will solve the issue but it will make the workflow significantly larger. It would be much tidier if we could loop back and an edited submission started the approval workflow again.

    Cheers,
    Helen

  • Cecile JotForm Support
    Replied on June 15, 2021 at 8:20 AM

    Let me send a feature request regarding this. Please note that we can't give an ETA for when this will be implemented. Feature requests depend on the workloads of our developers and popularity among our users. But rest assured that we will inform you via this thread once this feature becomes available.

    Should you have any other concerns, kindly let us know.


  • Servet Product Manager
    Replied on June 25, 2021 at 7:29 AM

    Hi helenselman,


    We implemented triggering(restarting) the flow option upon re-submitting(edit submission). By simply enabling this option in 'Settings' - 'Restart Approval Flow on Submission Edit', upon re-submissions approval flow will trigger(restart)


    1624620391 60d5bd67f295c  Screenshot 10


    1624620495 60d5bdcfdc330  Screenshot 21

    If you experience any problems or have any questions about it, please get in touch with us.

  • helenselman
    Replied on June 25, 2021 at 7:44 AM

    Thank you, that will be a real help in designing complex approval flows. Appreciate the time investigating and designing a solution.

    Thanks again,
    Helen