Approval process depending on answers given

  • tobymeller
    Asked on July 27, 2021 at 8:59 AM

    Is there a way to factor email recipient conditions into an approval process? In the first instance, the form is sent to one of three email addresses based on the answer given to one of the initial questions - I want whichever email address it goes to to be the 'initial approver' and then there would be a 'final approver' which would just be one fixed email address.

    When looking at the approval process, I could only see a way to use just one fixed email address for the approver stages so just wondered if it was possible to use this in conjuction with email recipient conditions?

  • Andrew Manager of Enterprise Frontline Support
    Replied on July 27, 2021 at 12:47 PM

    Hello there,

    Thank you for reaching out to JotForm Support! This is certainly possible, and can be accomplished using an IF/ELSE statement. The User Guide below should walk you through the process that you will follow to set up this statement - https://www.jotform.com/help/1463-how-to-set-up-an-if-else-condition-element-with-jotform-approvals

    If you encounter any additional issues getting this workflow set up, please provide us with the URL of the form in question, as well as a brief explanation of how the emails should be split amongst the 3 possible recipients, and we will help you create a mock-up form to show how this Approval should be created.

    User Guide- https://www.jotform.com/help/401-where-to-find-my-form-url

    Thank you!